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
$566M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$926K
3
+$657K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K
5
COF icon
Capital One
COF
+$492K

Top Sells

1
+$2.53M
2
+$378K
3
+$356K
4
KO icon
Coca-Cola
KO
+$230K
5
AVNS icon
Avanos Medical
AVNS
+$225K

Sector Composition

1 Healthcare 12.69%
2 Technology 12.68%
3 Industrials 12.56%
4 Financials 10.92%
5 Consumer Staples 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$371K 0.07%
34,044
-300
127
$371K 0.07%
6,664
+10
128
$356K 0.06%
8,286
129
$349K 0.06%
6,814
130
$331K 0.06%
7,600
131
$328K 0.06%
4,362
132
$324K 0.06%
+9,000
133
$323K 0.06%
4,341
-145
134
$314K 0.06%
3,289
-75
135
$310K 0.05%
4,600
136
$298K 0.05%
3,357
+13
137
$295K 0.05%
3,348
138
$285K 0.05%
2,835
139
$280K 0.05%
3,505
-155
140
$275K 0.05%
3,899
+94
141
$266K 0.05%
2,577
142
$264K 0.05%
2,210
143
$260K 0.05%
4,400
144
$258K 0.05%
6,500
145
$256K 0.05%
3,177
146
$254K 0.04%
12,000
147
$253K 0.04%
+2,071
148
$251K 0.04%
14,776
+1,453
149
$246K 0.04%
4,295
150
$242K 0.04%
4,483
-85
3 4 5
6
7