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
$662M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$823K
3
+$611K
4
APA icon
APA Corp
APA
+$463K
5
IBM icon
IBM
IBM
+$453K

Top Sells

1
+$367K
2
+$323K
3
+$224K
4
WFC icon
Wells Fargo
WFC
+$222K
5
LOW icon
Lowe's Companies
LOW
+$221K

Sector Composition

1 Technology 14.72%
2 Healthcare 13%
3 Financials 12.7%
4 Industrials 12.57%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.04%
3,928
-44
152
$247K 0.04%
1,030
153
$240K 0.04%
3,963
154
$236K 0.04%
4,854
-210
155
$234K 0.04%
12,576
156
$233K 0.04%
2,427
157
$233K 0.04%
4,750
-500
158
$233K 0.04%
5,700
159
$229K 0.03%
+5,240
160
$227K 0.03%
692
161
$224K 0.03%
6,514
+300
162
$216K 0.03%
2,170
163
$212K 0.03%
+1,027
164
$211K 0.03%
+2,920
165
$211K 0.03%
7,101
+141
166
$211K 0.03%
1,804
167
$70K 0.01%
3,963
-250
168
– –
-6,660
3 4 5 6
7