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
$671M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$497K
3
+$292K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$271K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$230K

Top Sells

1
+$582K
2
+$294K
3
+$266K
4
CC icon
Chemours
CC
+$236K
5
NKE icon
Nike
NKE
+$230K

Sector Composition

1 Technology 15.13%
2 Healthcare 12.83%
3 Financials 12.18%
4 Industrials 11.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.52%
37,230
+297
27
$9.94M 1.48%
197,035
-640
28
$9.75M 1.45%
226,515
-365
29
$9.46M 1.41%
62,708
-438
30
$8.86M 1.32%
86,062
-925
31
$8.67M 1.29%
113,885
-1,205
32
$8.18M 1.22%
162,672
+100
33
$7.94M 1.18%
180,118
+5,150
34
$7.52M 1.12%
53,611
-24
35
$7.38M 1.1%
168,349
-99
36
$6.95M 1.04%
164,680
+1,070
37
$6.93M 1.03%
138,491
+35
38
$6.7M 1%
194,583
-1,591
39
$6.53M 0.97%
269,148
+20,492
40
$6.49M 0.97%
93,876
-862
41
$6.44M 0.96%
114,120
+2,000
42
$6.2M 0.92%
59,169
+590
43
$6.16M 0.92%
75,602
-162
44
$5.92M 0.88%
44,351
-100
45
$5.68M 0.85%
87,720
+41
46
$5.6M 0.84%
28,716
+3,700
47
$5.33M 0.79%
40,055
-262
48
$5.04M 0.75%
39,642
-798
49
$4.85M 0.72%
104,742
-168
50
$4.8M 0.72%
71,594
+1,615
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