KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$348K
3
+$345K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$330K
5
IBM icon
IBM
IBM
+$273K

Top Sells

1
+$580K
2
+$334K
3
+$324K
4
LOW icon
Lowe's Companies
LOW
+$305K
5
AAPL icon
Apple
AAPL
+$288K

Sector Composition

1 Technology 15.95%
2 Healthcare 13.39%
3 Industrials 11.93%
4 Financials 11.81%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$267K 0.04%
3,460
152
$257K 0.04%
692
153
$257K 0.04%
2,029
+370
154
$257K 0.04%
2,500
155
$251K 0.03%
1,027
156
$248K 0.03%
1,030
157
$245K 0.03%
5,623
-1,362
158
$242K 0.03%
3,950
-100
159
$239K 0.03%
3,963
160
$239K 0.03%
5,700
161
$231K 0.03%
3,697
-165
162
$227K 0.03%
2,012
163
$225K 0.03%
7,200
+99
164
$222K 0.03%
5,631
-883
165
$219K 0.03%
2,055
-70
166
$210K 0.03%
2,400
167
$208K 0.03%
4,410
-830
168
$201K 0.03%
5,935
-500
169
– –
-3,788
3 4 5 6
7