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
$1.27B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$947K
3
+$934K
4
WMT icon
Walmart
WMT
+$849K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$629K

Top Sells

1
+$1.1M
2
+$1.07M
3
+$782K
4
PFE icon
Pfizer
PFE
+$767K
5
INTC icon
Intel
INTC
+$658K

Sector Composition

1 Technology 24.72%
2 Financials 11.87%
3 Industrials 10.94%
4 Consumer Staples 9.13%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.49M 0.12%
7,827
-269
102
$1.45M 0.11%
14,458
-165
103
$1.42M 0.11%
6,319
-16
104
$1.36M 0.11%
26,714
+347
105
$1.25M 0.1%
45,823
-3,635
106
$1.2M 0.09%
37,090
-716
107
$1.18M 0.09%
8,939
+555
108
$1.11M 0.09%
3,517
+95
109
$1.1M 0.09%
4,585
110
$1.08M 0.08%
2,004
-5
111
$1.06M 0.08%
2,037
-15
112
$1.05M 0.08%
13,366
-440
113
$1.02M 0.08%
19,770
+295
114
$979K 0.08%
19,779
-125
115
$956K 0.08%
19,210
-700
116
$951K 0.07%
5,063
-155
117
$949K 0.07%
13,514
-835
118
$946K 0.07%
18,095
-1,116
119
$934K 0.07%
+12,623
120
$933K 0.07%
4,092
121
$896K 0.07%
3,718
122
$890K 0.07%
7,395
-757
123
$868K 0.07%
3,586
+388
124
$865K 0.07%
19,675
+2,010
125
$809K 0.06%
6,137
-50
3 4
5
6 7