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
$808M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.85M
3
+$1.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$616K
5
USB icon
US Bancorp
USB
+$573K

Top Sells

1
+$4.52M
2
+$735K
3
+$305K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$277K
5
COF icon
Capital One
COF
+$256K

Sector Composition

1 Technology 20.22%
2 Healthcare 12.89%
3 Consumer Staples 10.35%
4 Industrials 9.67%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.39%
86,131
+2,055
27
$10.4M 1.28%
188,084
+2,438
28
$10.1M 1.25%
57,501
+598
29
$9.92M 1.23%
111,165
+3,963
30
$9.02M 1.12%
127,240
+1,840
31
$8.67M 1.07%
230,984
+259
32
$8.62M 1.07%
103,707
+16,915
33
$8.44M 1.05%
136,986
-73,274
34
$8.19M 1.01%
32,682
+440
35
$7.83M 0.97%
175,174
+1,845
36
$7.79M 0.97%
69,894
-745
37
$7.57M 0.94%
95,408
+2,227
38
$7.34M 0.91%
321,600
-3,667
39
$7.31M 0.91%
30,272
-232
40
$7.28M 0.9%
234,765
+2,094
41
$7.21M 0.89%
161,147
-2,438
42
$7.04M 0.87%
177,622
+901
43
$6.79M 0.84%
74,072
+1,905
44
$6.62M 0.82%
90,301
+262
45
$6.55M 0.81%
177,887
+15,563
46
$6.52M 0.81%
46,103
+408
47
$6.51M 0.81%
82,884
+2,200
48
$6.05M 0.75%
66,355
+1,360
49
$5.93M 0.73%
51,341
+173
50
$5.92M 0.73%
95,449
-1,925
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