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
$596M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$263K
3
+$222K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$201K
5
DIS icon
Walt Disney
DIS
+$174K

Top Sells

1
+$5.85M
2
+$596K
3
+$516K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$483K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Sector Composition

1 Healthcare 12.93%
2 Industrials 12.67%
3 Technology 12.64%
4 Consumer Staples 11.61%
5 Financials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.3%
36,543
-533
77
$1.7M 0.28%
28,733
-80
78
$1.67M 0.28%
31,850
79
$1.66M 0.28%
34,655
-80
80
$1.56M 0.26%
39,250
-198
81
$1.52M 0.25%
25,452
-146
82
$1.49M 0.25%
25,024
-959
83
$1.36M 0.23%
12,678
-2,150
84
$1.33M 0.22%
10,875
-75
85
$1.21M 0.2%
18,910
-750
86
$1.21M 0.2%
21,045
-6
87
$1.2M 0.2%
7,856
-200
88
$1.18M 0.2%
18,605
-150
89
$1.15M 0.19%
29,440
90
$1.15M 0.19%
6,872
-350
91
$1.13M 0.19%
26,941
+2,400
92
$1.12M 0.19%
29,285
+260
93
$1.07M 0.18%
+79,752
94
$1.07M 0.18%
29,071
-399
95
$1.01M 0.17%
18,972
-882
96
$995K 0.17%
23,723
-231
97
$895K 0.15%
2,468
+85
98
$886K 0.15%
8,509
+200
99
$766K 0.13%
17,845
+300
100
$620K 0.1%
14,255
-1,650
2 3
4
5 6