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
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.51M
3
+$813K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$702K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K

Top Sells

1
+$3.13M
2
+$2.28M
3
+$1.94M
4
INTC icon
Intel
INTC
+$1.56M
5
CVS icon
CVS Health
CVS
+$1.54M

Sector Composition

1 Technology 22.59%
2 Industrials 10.59%
3 Financials 10.37%
4 Consumer Staples 9.06%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.5M 0.25%
53,823
-2,121
77
$3.25M 0.24%
36,053
-34,816
78
$3.13M 0.23%
8,861
79
$2.94M 0.21%
126,983
-24,865
80
$2.89M 0.21%
123,165
-66,427
81
$2.73M 0.2%
5,601
-72
82
$2.65M 0.19%
13,944
+320
83
$2.56M 0.19%
38,889
-3,074
84
$2.44M 0.18%
15,853
-233
85
$2.41M 0.18%
17,285
-238
86
$2.24M 0.16%
101,891
+1,197
87
$2.17M 0.16%
51,846
-1,937
88
$2.16M 0.16%
19,062
-3,244
89
$2.15M 0.16%
10,452
90
$2.04M 0.15%
32,325
-200
91
$2.02M 0.15%
2,280
+198
92
$2M 0.15%
22,421
-3,070
93
$1.94M 0.14%
10,289
-1,146
94
$1.91M 0.14%
9,948
-208
95
$1.9M 0.14%
36,761
-2,247
96
$1.87M 0.14%
15,974
97
$1.83M 0.13%
40,316
+885
98
$1.82M 0.13%
4,683
+43
99
$1.62M 0.12%
22,581
+4
100
$1.49M 0.11%
3,967
-120
2 3
4
5 6