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
201
$228K 0.02%
+3,900
202
$226K 0.02%
+1,620
203
$226K 0.02%
721
-9
204
$225K 0.02%
1,926
+12
205
$221K 0.02%
3,704
+542
206
$221K 0.02%
+3,800
207
$216K 0.02%
1,021
208
$213K 0.02%
+1,953
209
$211K 0.02%
+1,048
210
$210K 0.02%
+2,081
211
$204K 0.02%
+2,120
212
$201K 0.02%
+782
213
– –
-625
214
– –
-7,217
215
– –
-640
5 6 7 8
9