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
$596M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$263K
3
+$222K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$201K
5
DIS icon
Walt Disney
DIS
+$174K

Top Sells

1
+$5.85M
2
+$596K
3
+$516K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$483K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Sector Composition

1 Healthcare 12.93%
2 Industrials 12.67%
3 Technology 12.64%
4 Consumer Staples 11.61%
5 Financials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.92M 1.33%
118,951
-1,765
27
$7.82M 1.31%
34,870
-1,194
28
$7.61M 1.28%
201,787
-2,057
29
$7.46M 1.25%
100,614
-1,745
30
$7.24M 1.21%
33,292
+381
31
$7.24M 1.21%
171,159
-2,013
32
$7.15M 1.2%
135,862
-3,275
33
$7.09M 1.19%
167,556
-3,075
34
$6.88M 1.15%
70,841
-872
35
$6.82M 1.14%
44,887
+449
36
$6.79M 1.14%
213,904
-550
37
$6.66M 1.12%
76,832
-4,760
38
$6.6M 1.11%
54,198
-1,530
39
$6.58M 1.1%
167,452
-1,263
40
$6.47M 1.08%
210,839
-2,093
41
$6.35M 1.07%
197,692
+1,643
42
$6.14M 1.03%
163,143
-1,390
43
$6.06M 1.02%
141,221
-1,395
44
$5.9M 0.99%
86,838
+1,015
45
$5.65M 0.95%
110,117
-2,458
46
$5.5M 0.92%
100,801
+1,303
47
$5.44M 0.91%
43,101
-1,430
48
$4.96M 0.83%
39,471
+825
49
$4.96M 0.83%
53,383
+1,876
50
$4.94M 0.83%
62,803
+825
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