KCM

Kanawha Capital Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.21M
3
+$655K
4
BLK icon
Blackrock
BLK
+$430K
5
KHC icon
Kraft Heinz
KHC
+$420K

Top Sells

1
+$2.25M
2
+$512K
3
+$498K
4
VV icon
Vanguard Large-Cap ETF
VV
+$451K
5
AAPL icon
Apple
AAPL
+$423K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.37%
3 Consumer Staples 11.78%
4 Industrials 11.76%
5 Financials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$205K 0.04%
+7,490
152
$203K 0.04%
1,900
-87
153
$83K 0.02%
+12,760
154
– –
-4,225
155
– –
-7,566
156
– –
-4,759
157
– –
-4,295
158
– –
-1,910
159
– –
-4,323
160
– –
-1,965
161
– –
-6,015
162
– –
-47,603
3 4 5 6
7