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
$566M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$926K
3
+$657K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K
5
COF icon
Capital One
COF
+$492K

Top Sells

1
+$2.53M
2
+$378K
3
+$356K
4
KO icon
Coca-Cola
KO
+$230K
5
AVNS icon
Avanos Medical
AVNS
+$225K

Sector Composition

1 Healthcare 12.69%
2 Technology 12.68%
3 Industrials 12.56%
4 Financials 10.92%
5 Consumer Staples 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$765K 0.14%
12,400
-475
102
$721K 0.13%
16,480
+1,325
103
$701K 0.12%
20,860
-257
104
$661K 0.12%
15,600
105
$657K 0.12%
+4,055
106
$606K 0.11%
9,400
107
$588K 0.1%
2,617
-550
108
$586K 0.1%
7,803
-234
109
$557K 0.1%
6,263
+90
110
$518K 0.09%
5,350
111
$512K 0.09%
6,015
+2,412
112
$498K 0.09%
1,910
113
$495K 0.09%
4,265
114
$495K 0.09%
23,139
-1,185
115
$492K 0.09%
13,920
-3,500
116
$485K 0.09%
7,486
117
$470K 0.08%
11,417
-2,989
118
$454K 0.08%
6,210
+2,210
119
$451K 0.08%
4,759
120
$407K 0.07%
1,490
121
$401K 0.07%
4,148
+174
122
$399K 0.07%
3,765
123
$396K 0.07%
9,308
124
$395K 0.07%
3,800
125
$383K 0.07%
9,145
-8,500
3 4
5
6 7