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
$1.18B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$497K
3
+$474K
4
DIS icon
Walt Disney
DIS
+$461K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$433K

Top Sells

1
+$2.65M
2
+$1.45M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Sector Composition

1 Technology 21.09%
2 Healthcare 11.41%
3 Industrials 10.38%
4 Consumer Discretionary 10.21%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.11%
2,697
-4
102
$1.23M 0.1%
7,400
-60
103
$1.22M 0.1%
10,968
-16
104
$1.21M 0.1%
14,924
-804
105
$1.14M 0.1%
21,060
106
$1.12M 0.09%
5,531
107
$1.08M 0.09%
5,497
-1,000
108
$1.07M 0.09%
22,269
+8,820
109
$1.05M 0.09%
13,616
+300
110
$1.03M 0.09%
4,405
-260
111
$1.03M 0.09%
13,950
+5,870
112
$1.01M 0.09%
10,878
+125
113
$971K 0.08%
12,345
-1,313
114
$939K 0.08%
7,662
-636
115
$934K 0.08%
19,700
-6,681
116
$919K 0.08%
9,671
-3,076
117
$879K 0.07%
4,103
+50
118
$867K 0.07%
4,602
119
$846K 0.07%
3,357
-2
120
$770K 0.07%
5,320
121
$769K 0.06%
11,604
-69
122
$765K 0.06%
8,735
-148
123
$742K 0.06%
16,677
-109
124
$721K 0.06%
6,810
+80
125
$704K 0.06%
12,534
-17,432
3 4
5
6 7