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
$808M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.85M
3
+$1.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$616K
5
USB icon
US Bancorp
USB
+$573K

Top Sells

1
+$4.52M
2
+$735K
3
+$305K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$277K
5
COF icon
Capital One
COF
+$256K

Sector Composition

1 Technology 20.22%
2 Healthcare 12.89%
3 Consumer Staples 10.35%
4 Industrials 9.67%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$878K 0.11%
14,419
+211
102
$863K 0.11%
2,382
-25
103
$852K 0.11%
7,066
-100
104
$817K 0.1%
38,250
+8,400
105
$813K 0.1%
3,704
+4
106
$800K 0.1%
5,800
107
$787K 0.1%
21,310
-295
108
$761K 0.09%
11,428
-136
109
$742K 0.09%
10,830
+100
110
$737K 0.09%
2,500
111
$720K 0.09%
12,281
+45
112
$694K 0.09%
7,445
+2,900
113
$612K 0.08%
20,168
-400
114
$589K 0.07%
3,483
+3
115
$569K 0.07%
10,370
+450
116
$566K 0.07%
25,950
+10,800
117
$563K 0.07%
3,364
+151
118
$563K 0.07%
4,438
+4
119
$551K 0.07%
10,773
-725
120
$541K 0.07%
11,500
-1,550
121
$532K 0.07%
17,484
+200
122
$521K 0.06%
6,450
+27
123
$520K 0.06%
24,450
124
$510K 0.06%
4,318
125
$508K 0.06%
13,420
-19,425
3 4
5
6 7