KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.1M
3
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

1
+$1.4M
2
+$1.13M
3
+$705K
4
XOM icon
Exxon Mobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

Sector Composition

1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.35M 0.58%
39,275
+852
52
$8.26M 0.57%
12,400
-30
53
$7.88M 0.55%
132,002
+3,220
54
$7.47M 0.52%
15,347
+1,011
55
$7.24M 0.5%
81,821
-1,065
56
$7.2M 0.5%
6,177
+138
57
$7.11M 0.49%
77,757
+1,169
58
$7.1M 0.49%
278,676
-4,423
59
$6.57M 0.45%
63,768
+2,381
60
$6.37M 0.44%
13,922
-1,029
61
$6.17M 0.43%
113,840
-678
62
$6.12M 0.42%
41,511
-92
63
$6.11M 0.42%
53,327
+244
64
$5.8M 0.4%
72,551
-1,724
65
$5.62M 0.39%
71,745
+533
66
$5.57M 0.39%
16,758
+427
67
$5.52M 0.38%
69,941
-1,609
68
$5.1M 0.35%
6,690
+1,482
69
$5.09M 0.35%
36,694
+840
70
$4.99M 0.35%
55,808
+1,208
71
$4.78M 0.33%
40,221
-672
72
$4.64M 0.32%
37,305
-2,563
73
$4.63M 0.32%
56,208
-1,165
74
$4.47M 0.31%
33,236
-145
75
$4.23M 0.29%
46,288
-1,492
1 2
3
4 5