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
$1.29B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$2.4M
3
+$2.22M
4
PG icon
Procter & Gamble
PG
+$1.16M
5
APH icon
Amphenol
APH
+$1M

Top Sells

1
+$1.24M
2
+$1.09M
3
+$481K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$421K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$361K

Sector Composition

1 Technology 22.75%
2 Financials 13.21%
3 Industrials 11%
4 Healthcare 9.89%
5 Consumer Staples 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$516K 0.04%
942
+43
152
$501K 0.04%
3,454
153
$481K 0.04%
6,279
-25
154
$478K 0.04%
1,960
155
$457K 0.04%
3,251
156
$443K 0.03%
3,267
+649
157
$438K 0.03%
1,674
158
$431K 0.03%
640
-5
159
$428K 0.03%
1,020
160
$420K 0.03%
12,425
161
$412K 0.03%
1,074
162
$402K 0.03%
3,470
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163
$402K 0.03%
5,387
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164
$401K 0.03%
2,510
165
$396K 0.03%
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-50
166
$390K 0.03%
3,494
+154
167
$388K 0.03%
685
168
$383K 0.03%
1,498
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169
$370K 0.03%
2,995
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170
$365K 0.03%
2,993
171
$356K 0.03%
2,760
172
$350K 0.03%
2,713
173
$348K 0.03%
2,761
-780
174
$339K 0.03%
913
-13
175
$336K 0.03%
1,275
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7
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