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
51
$4.75M 0.71%
55,466
+739
52
$4.73M 0.71%
51,515
-60
53
$4.6M 0.69%
29,539
-200
54
$4.58M 0.68%
29,406
+226
55
$4.58M 0.68%
43,484
-340
56
$4.48M 0.67%
68,622
-2,041
57
$4.1M 0.61%
59,286
-775
58
$3.83M 0.57%
14,135
+31
59
$3.74M 0.56%
67,575
-621
60
$3.7M 0.55%
27,249
-25
61
$3.46M 0.52%
61,643
+73
62
$2.98M 0.44%
46,955
+4,270
63
$2.91M 0.43%
20,800
+405
64
$2.76M 0.41%
42,959
-2,275
65
$2.59M 0.39%
46,468
+509
66
$2.43M 0.36%
45,108
+222
67
$2.39M 0.36%
34,345
-905
68
$2.35M 0.35%
39,383
-285
69
$2.3M 0.34%
52,841
-1,800
70
$2.09M 0.31%
22,781
-67
71
$2.08M 0.31%
30,845
-725
72
$2.05M 0.31%
43,945
-575
73
$1.92M 0.29%
9,182
-254
74
$1.83M 0.27%
32,139
-1,501
75
$1.83M 0.27%
41,641
+290
1 2
3
4 5