KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$685M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$955K
3
+$935K
4
USB icon
US Bancorp
USB
+$905K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$851K

Top Sells

1
+$1.58M
2
+$1.54M
3
+$636K
4
ELV icon
Elevance Health
ELV
+$536K
5
BK icon
Bank of New York Mellon
BK
+$506K

Sector Composition

1 Technology 19.09%
2 Healthcare 13.72%
3 Consumer Staples 10.92%
4 Financials 9.55%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$392K 0.06%
+9,643
127
$391K 0.06%
3,985
-59
128
$390K 0.06%
4,175
-315
129
$376K 0.05%
17,710
+1,232
130
$371K 0.05%
6,292
+155
131
$365K 0.05%
3,670
+246
132
$360K 0.05%
8,080
-100
133
$357K 0.05%
6,772
-299
134
$353K 0.05%
5,155
-71
135
$346K 0.05%
4,278
-61
136
$344K 0.05%
6,104
+2,425
137
$341K 0.05%
890
+190
138
$340K 0.05%
9,000
139
$339K 0.05%
9,947
-984
140
$338K 0.05%
22,566
+1,047
141
$338K 0.05%
2,096
+543
142
$333K 0.05%
3,000
143
$321K 0.05%
15,150
+2,650
144
$320K 0.05%
10,955
-4,902
145
$315K 0.05%
1,200
146
$314K 0.05%
8,295
-2,088
147
$308K 0.05%
5,610
-60
148
$304K 0.04%
2,826
149
$298K 0.04%
5,120
+1,580
150
$296K 0.04%
8,375
-175
4 5
6
7 8