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
$572M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$947K
3
+$614K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$422K
5
MO icon
Altria Group
MO
+$348K

Top Sells

1
+$251K
2
+$250K
3
+$238K
4
AAPL icon
Apple
AAPL
+$210K
5
LOW icon
Lowe's Companies
LOW
+$201K

Sector Composition

1 Technology 13.07%
2 Industrials 12.91%
3 Healthcare 12.21%
4 Consumer Staples 11.13%
5 Financials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 2.89%
222,416
-2,707
2
$15M 2.63%
177,038
+2,868
3
$14.8M 2.59%
147,281
-1,455
4
$14.5M 2.54%
177,219
+350
5
$14.4M 2.52%
195,379
-1,450
6
$13.9M 2.43%
145,331
-2,630
7
$12.2M 2.13%
390,928
-6,756
8
$11.8M 2.07%
217,036
-448
9
$10.8M 1.89%
152,842
+13,369
10
$10.8M 1.89%
354,885
+6,125
11
$10.5M 1.83%
263,317
+10,600
12
$10.4M 1.82%
75,384
-745
13
$10.3M 1.81%
176,361
+840
14
$10.1M 1.77%
322,690
+1,139
15
$10M 1.75%
84,169
+2,377
16
$9.81M 1.72%
70,017
-594
17
$9.55M 1.67%
66,199
-290
18
$9.54M 1.67%
90,908
+766
19
$9.54M 1.67%
76,666
+1,625
20
$9.48M 1.66%
233,253
+1,470
21
$9.3M 1.63%
95,731
-2,450
22
$9.14M 1.6%
59,573
+738
23
$8.93M 1.56%
91,692
-140
24
$8.74M 1.53%
102,117
+670
25
$8.59M 1.5%
104,677
+96
1
2 3 4 5