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
1
$103M 7.63%
206,806
-2,176
2
$65.7M 4.87%
320,402
-3,968
3
$44M 3.27%
201,466
-854
4
$39.9M 2.96%
137,542
-870
5
$38.1M 2.82%
171,672
-1,360
6
$36.2M 2.68%
74,487
-312
7
$35.4M 2.63%
114,898
-1,185
8
$33.1M 2.46%
53,358
-929
9
$29.5M 2.19%
185,353
+251
10
$28M 2.08%
158,850
+1,652
11
$26.8M 1.99%
144,470
+465
12
$25.3M 1.88%
173,475
+1,077
13
$24.7M 1.83%
398,788
+685
14
$24.2M 1.79%
82,717
-6,288
15
$24.1M 1.79%
177,363
-401
16
$22.9M 1.7%
150,086
+148
17
$21.9M 1.63%
88,654
-2,458
18
$21.4M 1.59%
308,807
+553
19
$21M 1.56%
367,943
+24,127
20
$19.7M 1.46%
73,266
-130
21
$19.1M 1.42%
64,798
+984
22
$17.6M 1.3%
25,160
-347
23
$17.3M 1.29%
59,848
+35
24
$17.2M 1.28%
17,383
+449
25
$16.8M 1.25%
170,445
+3,278
1
2 3 4 5