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
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.51M
3
+$813K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$702K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K

Top Sells

1
+$3.13M
2
+$2.28M
3
+$1.94M
4
INTC icon
Intel
INTC
+$1.56M
5
CVS icon
CVS Health
CVS
+$1.54M

Sector Composition

1 Technology 22.59%
2 Industrials 10.59%
3 Financials 10.37%
4 Consumer Staples 9.06%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.3M 1.19%
306,948
-7,228
27
$16.2M 1.18%
25,706
+2
28
$16.2M 1.18%
110,224
-4,473
29
$15.9M 1.15%
179,916
-2,147
30
$14.5M 1.05%
85,490
-1,459
31
$14.2M 1.03%
16,044
+345
32
$13.9M 1.01%
46,607
+43
33
$13.6M 0.99%
61,609
+290
34
$13.4M 0.97%
54,058
-2,846
35
$13M 0.95%
181,435
-1,684
36
$11.4M 0.82%
60,937
+8,080
37
$11.3M 0.82%
196,114
-2,689
38
$11.2M 0.81%
261,091
-3,873
39
$11.1M 0.81%
27,486
-1,788
40
$11.1M 0.8%
28,288
-1,412
41
$10.8M 0.79%
134,480
+913
42
$10.7M 0.78%
119,218
+2,516
43
$10.1M 0.73%
220,704
+504
44
$9.95M 0.72%
110,366
-1,210
45
$9.89M 0.72%
220,216
-3,603
46
$9.47M 0.69%
145,386
+2,190
47
$9.13M 0.66%
66,784
-1,025
48
$8.73M 0.63%
79,794
-4,270
49
$8.08M 0.59%
279,327
+8,975
50
$7.77M 0.56%
74,822
-2,115
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