KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.1M
3
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

1
+$1.4M
2
+$1.13M
3
+$705K
4
XOM icon
Exxon Mobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

Sector Composition

1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.02M 0.28%
6,692
+39
77
$3.58M 0.25%
37,876
+611
78
$3.34M 0.23%
38,202
-200
79
$3.21M 0.22%
10,659
+113
80
$3.16M 0.22%
111,722
+1,450
81
$2.68M 0.19%
40,204
-16
82
$2.68M 0.19%
13,148
-350
83
$2.4M 0.17%
22,067
+3
84
$2.27M 0.16%
31,803
-1,175
85
$2.27M 0.16%
31,815
-128
86
$2.26M 0.16%
3
87
$2.25M 0.16%
15,824
88
$2.2M 0.15%
40,805
-332
89
$2.17M 0.15%
15,600
-71
90
$2.16M 0.15%
8,758
-75
91
$2.09M 0.14%
10,180
-114
92
$1.97M 0.14%
4,664
-27
93
$1.9M 0.13%
7,813
-25
94
$1.88M 0.13%
4,017
-42
95
$1.83M 0.13%
21,884
+248
96
$1.65M 0.11%
101,638
-8,394
97
$1.63M 0.11%
45,945
-3,770
98
$1.63M 0.11%
8,858
-1,105
99
$1.58M 0.11%
35,119
-2,632
100
$1.48M 0.1%
20,287
+8
2 3
4
5 6