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
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.51M
3
+$813K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$702K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K

Top Sells

1
+$3.13M
2
+$2.28M
3
+$1.94M
4
INTC icon
Intel
INTC
+$1.56M
5
CVS icon
CVS Health
CVS
+$1.54M

Sector Composition

1 Technology 22.59%
2 Industrials 10.59%
3 Financials 10.37%
4 Consumer Staples 9.06%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.11%
14,623
-150
102
$1.39M 0.1%
49,458
103
$1.35M 0.1%
8,096
+223
104
$1.35M 0.1%
26,367
-725
105
$1.31M 0.09%
37,806
-787
106
$1.27M 0.09%
2,052
-25
107
$1.27M 0.09%
6,335
-116
108
$1.22M 0.09%
8,384
+1,432
109
$1.15M 0.08%
19,910
-50
110
$1.15M 0.08%
13,806
-5
111
$1.1M 0.08%
5,218
-30
112
$1.06M 0.08%
2,009
-7
113
$1.03M 0.07%
19,475
114
$1.02M 0.07%
4,585
115
$1.01M 0.07%
2,921
-53
116
$1.01M 0.07%
4,092
-14
117
$990K 0.07%
8,152
-344
118
$989K 0.07%
19,904
119
$981K 0.07%
19,211
-480
120
$941K 0.07%
3,422
-41
121
$870K 0.06%
3,718
-60
122
$870K 0.06%
10,402
+172
123
$859K 0.06%
1,470
+2
124
$848K 0.06%
11,511
-1,610
125
$838K 0.06%
6,187
-9
3 4
5
6 7