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
$1.18B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$497K
3
+$474K
4
DIS icon
Walt Disney
DIS
+$461K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$433K

Top Sells

1
+$2.65M
2
+$1.45M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Sector Composition

1 Technology 21.09%
2 Healthcare 11.41%
3 Industrials 10.38%
4 Consumer Discretionary 10.21%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.73M 0.23%
23,515
+88
77
$2.66M 0.22%
49,451
+250
78
$2.35M 0.2%
20,488
+1,820
79
$2.3M 0.19%
16,305
-886
80
$2.29M 0.19%
37,400
-375
81
$2.27M 0.19%
12,493
-67
82
$2.24M 0.19%
13,689
+1,272
83
$2.2M 0.19%
13,105
+174
84
$2.15M 0.18%
37,074
-13
85
$2.04M 0.17%
30,581
+446
86
$1.98M 0.17%
35,945
-1,318
87
$1.75M 0.15%
44,710
+854
88
$1.73M 0.15%
13,298
-1,451
89
$1.71M 0.14%
22,361
90
$1.71M 0.14%
4,302
-564
91
$1.7M 0.14%
39,173
-1,886
92
$1.7M 0.14%
15,459
-865
93
$1.68M 0.14%
78,250
+18,400
94
$1.62M 0.14%
43,039
-710
95
$1.54M 0.13%
2,307
-37
96
$1.49M 0.13%
1,632
-260
97
$1.43M 0.12%
24,319
-748
98
$1.42M 0.12%
6,933
-130
99
$1.42M 0.12%
4,630
-87
100
$1.3M 0.11%
43,556
-4,030
2 3
4
5 6