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
$713M
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$594K
3
+$545K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$418K
5
AAPL icon
Apple
AAPL
+$341K

Top Sells

1
+$617K
2
+$439K
3
+$419K
4
LOW icon
Lowe's Companies
LOW
+$350K
5
ADP icon
Automatic Data Processing
ADP
+$330K

Sector Composition

1 Technology 16.06%
2 Healthcare 12.69%
3 Industrials 11.59%
4 Financials 11.06%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 3.82%
230,643
-2,398
2
$21.8M 3.06%
199,393
-3,200
3
$20.5M 2.88%
146,774
-333
4
$18.3M 2.57%
75,176
-1,802
5
$18M 2.53%
173,340
-2,244
6
$17.6M 2.47%
110,103
-2,065
7
$17.3M 2.43%
364,652
+7,172
8
$16.9M 2.37%
315,069
-2,218
9
$16.2M 2.28%
132,439
+98
10
$16.1M 2.25%
198,055
+242
11
$15.5M 2.17%
81,517
-592
12
$14.2M 1.99%
168,485
-3,541
13
$14.1M 1.97%
70,047
-632
14
$13.7M 1.92%
360,870
+2,875
15
$13.5M 1.9%
169,189
-1,557
16
$13.1M 1.84%
171,301
+1,697
17
$12.9M 1.8%
74,004
+346
18
$12.8M 1.8%
158,498
-2,664
19
$12.6M 1.77%
88,098
+295
20
$12.3M 1.72%
300,476
+10,231
21
$12.3M 1.72%
226,913
-2,247
22
$12.2M 1.71%
151,187
-3,486
23
$12.2M 1.71%
79,416
+208
24
$12.1M 1.7%
42,494
+3,314
25
$11.9M 1.67%
96,729
-1,248
1
2 3 4 5