KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.1M
3
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

1
+$1.4M
2
+$1.13M
3
+$705K
4
XOM icon
Exxon Mobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

Sector Composition

1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.1%
11,978
-730
102
$1.43M 0.1%
2,328
+7
103
$1.39M 0.1%
3,917
+10
104
$1.34M 0.09%
8,062
-738
105
$1.34M 0.09%
3,894
+1,461
106
$1.34M 0.09%
26,319
+1,715
107
$1.29M 0.09%
15,420
+1,250
108
$1.28M 0.09%
19,386
+1,080
109
$1.28M 0.09%
8,845
+78
110
$1.27M 0.09%
7,809
-114
111
$1.21M 0.08%
1,979
-25
112
$1.18M 0.08%
14,029
+150
113
$1.15M 0.08%
3,375
-72
114
$1.14M 0.08%
41,722
115
$1.12M 0.08%
9,022
+1,533
116
$1.08M 0.08%
18,310
-50
117
$1.08M 0.07%
4,579
-50
118
$1.07M 0.07%
+30,901
119
$1.05M 0.07%
20,295
-998
120
$1.05M 0.07%
13,355
-11
121
$1.04M 0.07%
3,718
122
$1.03M 0.07%
11,029
123
$1.03M 0.07%
7,220
-312
124
$1.02M 0.07%
4,988
-25
125
$981K 0.07%
28,556
-8,559
3 4
5
6 7