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
$718M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$348K
3
+$345K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$330K
5
IBM icon
IBM
IBM
+$273K

Top Sells

1
+$580K
2
+$334K
3
+$324K
4
LOW icon
Lowe's Companies
LOW
+$305K
5
AAPL icon
Apple
AAPL
+$288K

Sector Composition

1 Technology 15.95%
2 Healthcare 13.39%
3 Industrials 11.93%
4 Financials 11.81%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.9M 3.74%
235,064
+543
2
$23.8M 3.31%
207,262
-2,660
3
$20.1M 2.8%
356,644
-5,096
4
$20M 2.79%
145,067
+613
5
$19.6M 2.73%
77,083
-821
6
$17.4M 2.42%
197,514
-380
7
$17.1M 2.38%
113,282
-315
8
$15.2M 2.12%
71,024
+204
9
$15M 2.08%
316,375
+4,333
10
$14.8M 2.06%
132,037
-503
11
$14.8M 2.05%
156,034
-1,432
12
$14.6M 2.03%
175,241
-4,010
13
$14.6M 2.03%
172,106
-655
14
$14.3M 1.99%
354,230
-6,125
15
$13.8M 1.92%
82,531
+589
16
$13.1M 1.83%
77,987
-560
17
$13M 1.81%
73,633
+191
18
$13M 1.8%
152,437
-3,807
19
$12.9M 1.79%
114,051
+925
20
$12.5M 1.75%
289,723
-5,648
21
$12.5M 1.74%
170,182
+532
22
$12.3M 1.72%
87,390
+519
23
$12M 1.67%
97,920
+267
24
$11.6M 1.61%
164,421
+1,698
25
$11M 1.53%
226,415
-100
1
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