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
$1.35B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.29M
3
+$1.07M
4
LLY icon
Eli Lilly
LLY
+$484K
5
COST icon
Costco
COST
+$446K

Top Sells

1
+$8.24M
2
+$1.94M
3
+$1.3M
4
MSFT icon
Microsoft
MSFT
+$945K
5
AAPL icon
Apple
AAPL
+$801K

Sector Composition

1 Technology 25.58%
2 Financials 12.54%
3 Industrials 11.37%
4 Healthcare 8.62%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$518K 0.04%
1,674
152
$477K 0.04%
2,751
-500
153
$473K 0.04%
685
154
$467K 0.03%
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155
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635
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156
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3,800
-200
157
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158
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3,470
159
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-150
160
$433K 0.03%
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161
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2,750
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162
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163
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164
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165
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166
$411K 0.03%
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167
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168
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170
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171
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172
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173
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2,995
174
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1,175
-100
175
$348K 0.03%
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7
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