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
$1.18B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$497K
3
+$474K
4
DIS icon
Walt Disney
DIS
+$461K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$433K

Top Sells

1
+$2.65M
2
+$1.45M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Sector Composition

1 Technology 21.09%
2 Healthcare 11.41%
3 Industrials 10.38%
4 Consumer Discretionary 10.21%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.45M 0.63%
13,120
+408
52
$7.27M 0.61%
106,012
-3,261
53
$7.2M 0.61%
69,821
-1,062
54
$7.18M 0.61%
84,181
-709
55
$7.11M 0.6%
53,183
-2,443
56
$7.1M 0.6%
49,653
-416
57
$6.61M 0.56%
45,529
+1,361
58
$6.44M 0.54%
18,772
-348
59
$6.25M 0.53%
35,949
+36
60
$5.86M 0.49%
28,342
+960
61
$5.43M 0.46%
77,610
+225
62
$5.38M 0.45%
44,867
+491
63
$4.85M 0.41%
77,735
+264
64
$4.66M 0.39%
45,863
+625
65
$4.49M 0.38%
51,580
-199
66
$4.33M 0.37%
69,326
+1,315
67
$4M 0.34%
9,649
-7
68
$3.76M 0.32%
50,403
+159
69
$3.75M 0.32%
69,629
-483
70
$3.67M 0.31%
171,820
+16,250
71
$3.5M 0.3%
69,043
+4,399
72
$3.46M 0.29%
186,139
-77,909
73
$3.36M 0.28%
69,939
-4,185
74
$3.25M 0.27%
45,098
-675
75
$2.75M 0.23%
19,612
-2
1 2
3
4 5