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
$808M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.85M
3
+$1.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$616K
5
USB icon
US Bancorp
USB
+$573K

Top Sells

1
+$4.52M
2
+$735K
3
+$305K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$277K
5
COF icon
Capital One
COF
+$256K

Sector Composition

1 Technology 20.22%
2 Healthcare 12.89%
3 Consumer Staples 10.35%
4 Industrials 9.67%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$502K 0.06%
9,359
-650
127
$471K 0.06%
6,104
128
$464K 0.06%
4,175
129
$463K 0.06%
4,060
+390
130
$451K 0.06%
44,216
-4,000
131
$448K 0.06%
5,155
132
$447K 0.06%
3,861
-124
133
$435K 0.05%
4,884
134
$434K 0.05%
6,312
+20
135
$429K 0.05%
18,390
-2,018
136
$424K 0.05%
9,000
137
$419K 0.05%
10,276
-679
138
$411K 0.05%
17,310
-400
139
$406K 0.05%
1,696
140
$405K 0.05%
6,573
-199
141
$405K 0.05%
2,096
142
$402K 0.05%
7,180
-900
143
$398K 0.05%
9,947
144
$395K 0.05%
1,596
+321
145
$389K 0.05%
1,200
146
$383K 0.05%
9,585
+1,290
147
$366K 0.05%
840
148
$363K 0.04%
2,655
-171
149
$362K 0.04%
5,120
150
$356K 0.04%
890
4 5
6
7 8