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
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.51M
3
+$813K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$702K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K

Top Sells

1
+$3.13M
2
+$2.28M
3
+$1.94M
4
INTC icon
Intel
INTC
+$1.56M
5
CVS icon
CVS Health
CVS
+$1.54M

Sector Composition

1 Technology 22.59%
2 Industrials 10.59%
3 Financials 10.37%
4 Consumer Staples 9.06%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.69M 0.56%
34,063
-557
52
$7.62M 0.55%
78,195
-811
53
$6.57M 0.48%
15,750
-285
54
$6.33M 0.46%
11,040
+1,086
55
$6.31M 0.46%
80,213
+739
56
$6.01M 0.44%
11,640
+3,991
57
$6.01M 0.44%
82,340
-1,802
58
$5.89M 0.43%
39,325
-965
59
$5.78M 0.42%
40,652
-355
60
$5.74M 0.42%
119,873
-3,536
61
$5.48M 0.4%
40,595
-1,277
62
$5.38M 0.39%
55,888
-820
63
$5.09M 0.37%
48,956
-297
64
$4.88M 0.35%
59,202
-1,160
65
$4.82M 0.35%
5,080
+265
66
$4.63M 0.34%
68,510
+3,655
67
$4.5M 0.33%
21,782
-335
68
$4.24M 0.31%
36,283
+5,999
69
$4.23M 0.31%
24,497
+1,647
70
$4.04M 0.29%
14,897
-308
71
$4.01M 0.29%
38,066
-938
72
$4M 0.29%
47,983
+6,086
73
$3.9M 0.28%
48,294
+1,525
74
$3.68M 0.27%
47,160
+50
75
$3.61M 0.26%
29,758
+6,693
1 2
3
4 5