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
$671M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$497K
3
+$292K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$271K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$230K

Top Sells

1
+$582K
2
+$294K
3
+$266K
4
CC icon
Chemours
CC
+$236K
5
NKE icon
Nike
NKE
+$230K

Sector Composition

1 Technology 15.13%
2 Healthcare 12.83%
3 Financials 12.18%
4 Industrials 11.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$418K 0.06%
4,660
127
$417K 0.06%
5,497
128
$409K 0.06%
5,232
129
$405K 0.06%
3,741
130
$399K 0.06%
5,300
-175
131
$384K 0.06%
4,858
+348
132
$373K 0.06%
2,360
133
$335K 0.05%
8,170
134
$327K 0.05%
4,568
135
$318K 0.05%
2,912
-5
136
$317K 0.05%
13,959
+1
137
$308K 0.05%
4,900
-60
138
$304K 0.05%
3,931
139
$292K 0.04%
10,346
140
$292K 0.04%
+6,985
141
$290K 0.04%
6,554
142
$289K 0.04%
4,234
143
$289K 0.04%
1,685
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144
$275K 0.04%
2,917
145
$274K 0.04%
2,051
-550
146
$273K 0.04%
2,427
147
$269K 0.04%
2,500
148
$262K 0.04%
2,000
149
$259K 0.04%
12,174
-402
150
$251K 0.04%
3,862
-66
3 4 5
6
7