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
51
$4.75M 0.8%
34,159
+206
52
$4.52M 0.76%
67,505
-1,325
53
$4.46M 0.75%
51,584
+20
54
$4.26M 0.71%
47,873
+2,493
55
$4.15M 0.7%
60,538
-4,200
56
$4.09M 0.69%
101,860
+2,100
57
$3.8M 0.64%
30,277
-1,875
58
$3.58M 0.6%
58,038
-1,175
59
$3.44M 0.58%
26,701
-300
60
$3.39M 0.57%
62,799
+4,877
61
$3.17M 0.53%
44,186
+600
62
$3.16M 0.53%
31,420
-700
63
$3.1M 0.52%
47,501
-2,000
64
$3.1M 0.52%
48,559
+820
65
$2.98M 0.5%
59,494
-350
66
$2.92M 0.49%
13,493
-90
67
$2.6M 0.44%
41,115
-1,029
68
$2.57M 0.43%
28,941
-6,716
69
$2.42M 0.41%
24,915
-923
70
$2.33M 0.39%
58,905
-1,340
71
$2.33M 0.39%
43,262
-78
72
$2.27M 0.38%
49,234
+350
73
$1.99M 0.33%
23,295
+117
74
$1.95M 0.33%
32,856
-50
75
$1.85M 0.31%
41,955
-1,414
1 2
3
4 5