KCM

Kanawha Capital Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.18M
3
+$1.02M
4
APH icon
Amphenol
APH
+$496K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$463K

Top Sells

1
+$2.36M
2
+$2.22M
3
+$1.87M
4
DIS icon
Walt Disney
DIS
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.39M

Sector Composition

1 Technology 23.72%
2 Industrials 10.91%
3 Financials 10.26%
4 Healthcare 10.17%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$287K 0.03%
1,400
177
$282K 0.03%
1,510
178
$281K 0.03%
607
+27
179
$260K 0.02%
3,986
-99
180
$257K 0.02%
891
181
$253K 0.02%
2,285
182
$248K 0.02%
797
-375
183
$247K 0.02%
3,197
-652
184
$242K 0.02%
1,534
185
$240K 0.02%
4,694
-208
186
$239K 0.02%
947
187
$238K 0.02%
3,764
+100
188
$233K 0.02%
2,305
189
$232K 0.02%
4,223
+128
190
$228K 0.02%
+3,800
191
$227K 0.02%
23,516
192
$225K 0.02%
5,598
193
$223K 0.02%
+849
194
$222K 0.02%
475
195
$220K 0.02%
+2,093
196
$211K 0.02%
1,180
-152
197
$210K 0.02%
+1,350
198
$203K 0.02%
+849
199
$107K 0.01%
+11,650
200
– –
-4,567
5 6 7
8
9