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
$671M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$497K
3
+$292K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$271K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$230K

Top Sells

1
+$582K
2
+$294K
3
+$266K
4
CC icon
Chemours
CC
+$236K
5
NKE icon
Nike
NKE
+$230K

Sector Composition

1 Technology 15.13%
2 Healthcare 12.83%
3 Financials 12.18%
4 Industrials 11.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$729K 0.11%
23,090
-400
102
$716K 0.11%
4,979
-300
103
$609K 0.09%
14,046
-235
104
$580K 0.09%
5,002
-350
105
$577K 0.09%
10,260
-20
106
$569K 0.08%
5,824
+125
107
$558K 0.08%
2,735
108
$544K 0.08%
12,651
-409
109
$536K 0.08%
11,995
-385
110
$532K 0.08%
9,000
111
$529K 0.08%
11,428
112
$520K 0.08%
2,121
113
$512K 0.08%
7,753
-20
114
$511K 0.08%
1,440
115
$506K 0.08%
2,126
116
$505K 0.08%
13,985
-500
117
$500K 0.07%
3,700
118
$488K 0.07%
3,441
-23
119
$483K 0.07%
5,960
-50
120
$478K 0.07%
4,500
121
$462K 0.07%
8,971
122
$447K 0.07%
8,428
123
$442K 0.07%
6,300
124
$425K 0.06%
5,000
+2,080
125
$425K 0.06%
3,475
3 4
5
6 7