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
201
$241K 0.02%
+2,611
202
$239K 0.02%
2,407
-122
203
$236K 0.02%
721
204
$232K 0.02%
+1,613
205
$230K 0.02%
1,017
-485
206
$230K 0.02%
3,424
-153
207
$226K 0.02%
+1,324
208
$223K 0.02%
782
209
$223K 0.02%
+2,992
210
$223K 0.02%
4,544
-150
211
$222K 0.02%
408
-54
212
$216K 0.02%
+3,128
213
$204K 0.02%
3,800
214
– –
-2,081
215
– –
-16,850
216
– –
-3,704
217
– –
-1,500
218
– –
-2,195
5 6 7 8
9