KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$685M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$955K
3
+$935K
4
USB icon
US Bancorp
USB
+$905K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$851K

Top Sells

1
+$1.58M
2
+$1.54M
3
+$636K
4
ELV icon
Elevance Health
ELV
+$536K
5
BK icon
Bank of New York Mellon
BK
+$506K

Sector Composition

1 Technology 19.09%
2 Healthcare 13.72%
3 Consumer Staples 10.92%
4 Financials 9.55%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.87M 0.71%
43,610
+1,856
52
$4.64M 0.68%
97,374
-594
53
$4.4M 0.64%
64,995
+4,036
54
$4.26M 0.62%
16,534
+910
55
$4.08M 0.6%
73,243
-311
56
$3.99M 0.58%
30,722
+56
57
$3.83M 0.56%
64,504
+3,986
58
$3.42M 0.5%
34,538
-745
59
$3.2M 0.47%
65,731
-8,535
60
$3.11M 0.45%
10,921
+425
61
$3.04M 0.44%
26,204
-560
62
$2.87M 0.42%
58,798
+4,735
63
$2.73M 0.4%
52,221
-570
64
$2.71M 0.4%
19,641
+491
65
$2.71M 0.4%
67,392
+1,180
66
$2.64M 0.39%
40,586
+1,475
67
$2.63M 0.38%
52,211
-1,419
68
$2.52M 0.37%
22,290
-13,854
69
$2.46M 0.36%
49,300
-1,175
70
$2.23M 0.33%
63,926
-3,045
71
$2.21M 0.32%
46,569
+331
72
$1.94M 0.28%
63,409
+3,983
73
$1.86M 0.27%
25,351
+422
74
$1.67M 0.24%
10,206
-160
75
$1.6M 0.23%
23,709
+64
1 2
3
4 5