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
$596M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$263K
3
+$222K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$201K
5
DIS icon
Walt Disney
DIS
+$174K

Top Sells

1
+$5.85M
2
+$596K
3
+$516K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$483K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Sector Composition

1 Healthcare 12.93%
2 Industrials 12.67%
3 Technology 12.64%
4 Consumer Staples 11.61%
5 Financials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$607K 0.1%
7,078
102
$587K 0.1%
19,850
103
$582K 0.1%
14,780
104
$577K 0.1%
15,408
+1,382
105
$571K 0.1%
11,305
106
$565K 0.09%
29,290
-4,201
107
$561K 0.09%
42,450
+604
108
$548K 0.09%
6,883
-150
109
$522K 0.09%
5,833
+7
110
$520K 0.09%
11,900
-60
111
$518K 0.09%
4,735
112
$509K 0.09%
7,056
-30
113
$495K 0.08%
6,210
114
$485K 0.08%
11,047
+10
115
$477K 0.08%
3,782
-41
116
$473K 0.08%
3,775
117
$467K 0.08%
7,020
-60
118
$445K 0.07%
9,000
119
$426K 0.07%
7,298
-55
120
$425K 0.07%
41,844
-300
121
$424K 0.07%
7,966
+933
122
$421K 0.07%
1,490
123
$419K 0.07%
6,554
124
$416K 0.07%
5,202
-25
125
$414K 0.07%
3,177
3 4
5
6 7