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
$808M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.85M
3
+$1.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$616K
5
USB icon
US Bancorp
USB
+$573K

Top Sells

1
+$4.52M
2
+$735K
3
+$305K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$277K
5
COF icon
Capital One
COF
+$256K

Sector Composition

1 Technology 20.22%
2 Healthcare 12.89%
3 Consumer Staples 10.35%
4 Industrials 9.67%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.25%
23,032
-677
77
$1.86M 0.23%
25,260
-91
78
$1.7M 0.21%
17,033
+275
79
$1.62M 0.2%
32,866
-125
80
$1.6M 0.2%
33,550
-3,227
81
$1.58M 0.2%
37,521
+5,195
82
$1.52M 0.19%
39,352
-320
83
$1.46M 0.18%
16,312
-175
84
$1.41M 0.17%
14,146
+1,010
85
$1.27M 0.16%
13,347
-27
86
$1.26M 0.16%
68,696
+2,321
87
$1.24M 0.15%
12,822
+101
88
$1.14M 0.14%
6,096
+1
89
$1.04M 0.13%
26,625
-1,395
90
$1.02M 0.13%
1,880
-350
91
$1.02M 0.13%
36,686
-2,154
92
$1M 0.12%
14,332
-364
93
$989K 0.12%
5,152
94
$977K 0.12%
28,687
-2,897
95
$974K 0.12%
42,111
+190
96
$972K 0.12%
8,630
+1,760
97
$945K 0.12%
17,793
-879
98
$902K 0.11%
7,060
+40
99
$895K 0.11%
2,717
-10
100
$893K 0.11%
13,070
+1,645
2 3
4
5 6