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
$1.18B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$497K
3
+$474K
4
DIS icon
Walt Disney
DIS
+$461K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$433K

Top Sells

1
+$2.65M
2
+$1.45M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Sector Composition

1 Technology 21.09%
2 Healthcare 11.41%
3 Industrials 10.38%
4 Consumer Discretionary 10.21%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$703K 0.06%
3,061
+2
127
$680K 0.06%
3,900
128
$672K 0.06%
4,842
-165
129
$653K 0.06%
7,867
130
$653K 0.06%
+5,639
131
$630K 0.05%
14,539
-25
132
$629K 0.05%
15,698
-450
133
$622K 0.05%
10,967
-25
134
$619K 0.05%
22,980
+1,746
135
$605K 0.05%
3,865
136
$603K 0.05%
1,165
137
$592K 0.05%
1,179
138
$581K 0.05%
5,541
-3
139
$581K 0.05%
4,253
-150
140
$560K 0.05%
14,869
141
$520K 0.04%
2,152
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142
$510K 0.04%
17,340
-1,000
143
$506K 0.04%
892
144
$497K 0.04%
3,157
145
$495K 0.04%
2,468
146
$490K 0.04%
4,298
147
$487K 0.04%
4,740
148
$480K 0.04%
1,322
-450
149
$478K 0.04%
1,701
-5
150
$457K 0.04%
4,732
4 5
6
7 8