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
$628M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$895K
3
+$667K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$573K
5
RY icon
Royal Bank of Canada
RY
+$483K

Top Sells

1
+$498K
2
+$297K
3
+$272K
4
DELL icon
Dell
DELL
+$244K
5
BCR
CR Bard Inc.
BCR
+$227K

Sector Composition

1 Technology 13.11%
2 Industrials 12.76%
3 Financials 12.14%
4 Healthcare 12.04%
5 Consumer Staples 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 2.89%
145,625
+277
2
$18.1M 2.89%
220,466
+1,278
3
$16.3M 2.6%
181,512
+1,178
4
$15.6M 2.49%
237,582
+2,620
5
$15.2M 2.42%
135,583
-395
6
$14.3M 2.28%
202,261
-74
7
$14.2M 2.27%
396,256
-5,424
8
$14.1M 2.25%
172,088
+1,990
9
$12.7M 2.03%
164,022
+11,565
10
$12.6M 2.01%
88,486
+2,830
11
$12.2M 1.95%
219,798
+1,237
12
$12M 1.9%
71,726
-211
13
$11.9M 1.9%
348,320
+9,875
14
$11.9M 1.9%
66,583
-415
15
$11.8M 1.88%
115,201
+3,578
16
$11.8M 1.87%
88,767
-1,292
17
$11.7M 1.86%
73,074
-427
18
$11.2M 1.79%
172,130
-2,125
19
$11M 1.76%
306,109
+484
20
$11M 1.75%
84,651
+574
21
$10.7M 1.7%
99,611
+929
22
$10.4M 1.66%
264,628
+14,580
23
$10.4M 1.65%
75,462
+1,963
24
$10.1M 1.61%
115,295
+79
25
$10M 1.6%
179,848
+11,970
1
2 3 4 5