KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$596M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$263K
3
+$222K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$201K
5
DIS icon
Walt Disney
DIS
+$174K

Top Sells

1
+$5.85M
2
+$596K
3
+$516K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$483K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Sector Composition

1 Healthcare 12.93%
2 Industrials 12.67%
3 Technology 12.64%
4 Consumer Staples 11.61%
5 Financials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$398K 0.07%
3,473
-625
127
$398K 0.07%
6,095
128
$391K 0.07%
8,968
-1,600
129
$391K 0.07%
5,542
-178
130
$383K 0.06%
5,422
-25
131
$369K 0.06%
4,610
+13
132
$369K 0.06%
3,065
133
$359K 0.06%
2,835
134
$354K 0.06%
8,086
-200
135
$339K 0.06%
3,968
+5
136
$338K 0.06%
12,000
137
$334K 0.06%
9,820
-325
138
$329K 0.06%
2,626
139
$327K 0.05%
3,425
+14
140
$319K 0.05%
20,509
-3,614
141
$315K 0.05%
2,400
142
$313K 0.05%
4,600
143
$311K 0.05%
11,580
144
$305K 0.05%
3,129
145
$304K 0.05%
6,500
146
$292K 0.05%
7,875
-3,650
147
$290K 0.05%
2,071
148
$272K 0.05%
2,008
149
$267K 0.04%
2,210
150
$246K 0.04%
2,354
-25
3 4 5
6
7