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
$808M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.85M
3
+$1.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$616K
5
USB icon
US Bancorp
USB
+$573K

Top Sells

1
+$4.52M
2
+$735K
3
+$305K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$277K
5
COF icon
Capital One
COF
+$256K

Sector Composition

1 Technology 20.22%
2 Healthcare 12.89%
3 Consumer Staples 10.35%
4 Industrials 9.67%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.65M 0.7%
44,634
+1,024
52
$5.64M 0.7%
108,692
+950
53
$5.6M 0.69%
218,843
-618
54
$5.57M 0.69%
30,368
-354
55
$5.21M 0.65%
16,904
+370
56
$4.35M 0.54%
66,994
+2,490
57
$4.31M 0.53%
73,337
+94
58
$3.56M 0.44%
+62,693
59
$3.53M 0.44%
34,688
+150
60
$3.5M 0.43%
11,535
+614
61
$3.46M 0.43%
33,077
-619
62
$3.24M 0.4%
25,594
-610
63
$3.14M 0.39%
58,998
+200
64
$3.09M 0.38%
19,676
+35
65
$3.02M 0.37%
59,701
-6,030
66
$3.01M 0.37%
48,116
-4,095
67
$2.85M 0.35%
+128,485
68
$2.81M 0.35%
49,150
-150
69
$2.76M 0.34%
42,556
+1,970
70
$2.68M 0.33%
49,036
-3,185
71
$2.49M 0.31%
21,567
-723
72
$2.36M 0.29%
46,242
-327
73
$2.3M 0.28%
62,930
-479
74
$2.19M 0.27%
10,201
-5
75
$2.02M 0.25%
61,901
-2,025
1 2
3
4 5