KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$685M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$955K
3
+$935K
4
USB icon
US Bancorp
USB
+$905K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$851K

Top Sells

1
+$1.58M
2
+$1.54M
3
+$636K
4
ELV icon
Elevance Health
ELV
+$536K
5
BK icon
Bank of New York Mellon
BK
+$506K

Sector Composition

1 Technology 19.09%
2 Healthcare 13.72%
3 Consumer Staples 10.92%
4 Financials 9.55%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.22%
36,777
+3,975
77
$1.48M 0.22%
16,758
+555
78
$1.48M 0.22%
32,991
+3,390
79
$1.34M 0.2%
39,672
-12,046
80
$1.25M 0.18%
31,584
-11,932
81
$1.15M 0.17%
13,374
-27
82
$1.08M 0.16%
28,020
+1,702
83
$1.08M 0.16%
6,095
+254
84
$1.07M 0.16%
13,136
-100
85
$1.07M 0.16%
14,696
+480
86
$1.07M 0.16%
12,721
+160
87
$996K 0.15%
32,326
+7,317
88
$981K 0.14%
2,230
-35
89
$954K 0.14%
65,690
+39,436
90
$895K 0.13%
66,375
-7,046
91
$887K 0.13%
16,487
-420
92
$873K 0.13%
41,921
+1,185
93
$779K 0.11%
38,840
-1,687
94
$776K 0.11%
5,152
-30
95
$760K 0.11%
14,208
+699
96
$690K 0.1%
7,166
-143
97
$689K 0.1%
14,040
+160
98
$683K 0.1%
2,407
-235
99
$681K 0.1%
6,870
+685
100
$676K 0.1%
10,730
2 3
4
5 6