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
$713M
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$594K
3
+$545K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$418K
5
AAPL icon
Apple
AAPL
+$341K

Top Sells

1
+$617K
2
+$439K
3
+$419K
4
LOW icon
Lowe's Companies
LOW
+$350K
5
ADP icon
Automatic Data Processing
ADP
+$330K

Sector Composition

1 Technology 16.06%
2 Healthcare 12.69%
3 Industrials 11.59%
4 Financials 11.06%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.03%
4,300
152
$246K 0.03%
3,004
153
$245K 0.03%
2,577
154
$235K 0.03%
+1,478
155
$223K 0.03%
4,460
156
$215K 0.03%
830
-295
157
$211K 0.03%
+3,863
158
$210K 0.03%
+3,640
159
$209K 0.03%
+2,468
160
$208K 0.03%
+1,995
161
$205K 0.03%
+200
162
$163K 0.02%
+13,305
163
$95K 0.01%
+749
164
– –
-5,231
165
– –
-1,940
166
– –
-16,297
167
– –
-16,574
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