KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$621K
3
+$341K
4
BMY icon
Bristol-Myers Squibb
BMY
+$267K
5
PSX icon
Phillips 66
PSX
+$202K

Top Sells

1
+$706K
2
+$648K
3
+$618K
4
LOW icon
Lowe's Companies
LOW
+$609K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$568K

Sector Composition

1 Industrials 13%
2 Technology 12.7%
3 Financials 12.58%
4 Healthcare 11.81%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$241K 0.04%
2,329
-800
152
$227K 0.04%
5,584
-4,820
153
$226K 0.04%
3,460
154
$222K 0.04%
10,043
-2,528
155
$216K 0.04%
5,595
-1,100
156
$213K 0.04%
4,363
-1
157
$210K 0.04%
+2,427
158
$209K 0.04%
6,014
159
$209K 0.04%
2,410
160
$201K 0.03%
1,830
161
$110K 0.02%
1,000
-433
162
– –
-3,065
163
– –
-7,875
164
– –
-4,460
3 4 5 6
7