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
176
$330K 0.02%
1,023
-25
177
$330K 0.02%
8,088
178
$327K 0.02%
1,170
+186
179
$326K 0.02%
10,908
-1,517
180
$301K 0.02%
1,906
-50
181
$299K 0.02%
2,109
-225
182
$298K 0.02%
2,265
183
$298K 0.02%
1,279
-170
184
$293K 0.02%
863
185
$285K 0.02%
1,021
186
$274K 0.02%
1,406
187
$273K 0.02%
975
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188
$271K 0.02%
3,274
189
$270K 0.02%
1,914
-12
190
$268K 0.02%
1,474
191
$262K 0.02%
5,439
192
$258K 0.02%
516
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193
$256K 0.02%
3,995
194
$248K 0.02%
1,082
-50
195
$246K 0.02%
2,270
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196
$246K 0.02%
2,500
197
$245K 0.02%
3,900
198
$243K 0.02%
2,328
199
$242K 0.02%
1,620
200
$242K 0.02%
2,328
+375
5 6 7
8
9