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

Top Buys

1
+$8.29M
2
+$2.6M
3
+$2.19M
4
PG icon
Procter & Gamble
PG
+$1.14M
5
APH icon
Amphenol
APH
+$1.04M

Top Sells

1
+$1.29M
2
+$1.05M
3
+$501K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$442K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$359K

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
176
$320K 0.02%
3,430
+740
177
$319K 0.02%
8,088
+400
178
$307K 0.02%
1,449
-58
179
$307K 0.02%
984
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180
$296K 0.02%
2,500
181
$295K 0.02%
1,956
+706
182
$279K 0.02%
3,577
183
$268K 0.02%
3,274
184
$267K 0.02%
521
+35
185
$265K 0.02%
863
+14
186
$263K 0.02%
1,019
-77
187
$262K 0.02%
1,132
-50
188
$262K 0.02%
1,406
-200
189
$257K 0.02%
1,500
190
$255K 0.02%
1,474
191
$255K 0.02%
2,265
192
$250K 0.02%
2,529
193
$249K 0.02%
1,502
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194
$245K 0.02%
2,328
195
$240K 0.02%
2,195
-38
196
$240K 0.02%
2,334
+2
197
$238K 0.02%
5,439
-50
198
$233K 0.02%
4,694
199
$231K 0.02%
3,995
200
$229K 0.02%
462
-5
5 6 7
8
9