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
$1.18B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$497K
3
+$474K
4
DIS icon
Walt Disney
DIS
+$461K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$433K

Top Sells

1
+$2.65M
2
+$1.45M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Sector Composition

1 Technology 21.09%
2 Healthcare 11.41%
3 Industrials 10.38%
4 Consumer Discretionary 10.21%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 1.35%
203,605
+1,440
27
$14.8M 1.25%
63,057
+36
28
$14.1M 1.19%
241,628
+983
29
$14.1M 1.19%
174,834
+6,145
30
$14M 1.19%
237,843
+1,177
31
$13.3M 1.12%
72,630
-735
32
$13.2M 1.11%
112,243
-2,704
33
$13M 1.1%
31,406
-441
34
$12.7M 1.07%
85,488
-740
35
$12.3M 1.04%
143,403
+769
36
$11.4M 0.96%
73,703
+2,975
37
$11.2M 0.95%
93,804
-212
38
$11.1M 0.94%
213,322
+9,121
39
$10.9M 0.92%
35,680
+42
40
$10.5M 0.89%
187,489
-479
41
$10.5M 0.89%
177,201
-3,319
42
$9.58M 0.81%
20,168
-951
43
$9.39M 0.79%
80,908
-1,840
44
$9.24M 0.78%
29,034
-79
45
$9.05M 0.76%
46,800
+88
46
$8.89M 0.75%
145,279
-4,150
47
$8.51M 0.72%
172,119
-1,881
48
$8.48M 0.72%
91,256
-167
49
$8.05M 0.68%
77,780
+4,135
50
$7.79M 0.66%
143,545
+1,151
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