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
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.51M
3
+$813K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$702K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K

Top Sells

1
+$3.13M
2
+$2.28M
3
+$1.94M
4
INTC icon
Intel
INTC
+$1.56M
5
CVS icon
CVS Health
CVS
+$1.54M

Sector Composition

1 Technology 22.59%
2 Industrials 10.59%
3 Financials 10.37%
4 Consumer Staples 9.06%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$811K 0.06%
14,349
-4,597
127
$793K 0.06%
6,691
-1,065
128
$777K 0.06%
3,198
+45
129
$760K 0.06%
6,591
+92
130
$736K 0.05%
1,292
+50
131
$731K 0.05%
5,415
-199
132
$711K 0.05%
5,214
-99
133
$710K 0.05%
3,515
-31
134
$710K 0.05%
2,917
135
$709K 0.05%
6,339
136
$701K 0.05%
17,665
-667
137
$675K 0.05%
7,691
-173
138
$670K 0.05%
5,420
-141
139
$652K 0.05%
4,000
140
$626K 0.05%
2,212
141
$604K 0.04%
6,857
-25
142
$603K 0.04%
2,365
-436
143
$594K 0.04%
5,600
+100
144
$587K 0.04%
13,080
+200
145
$581K 0.04%
1,015
-81
146
$575K 0.04%
4,283
+75
147
$565K 0.04%
8,563
+125
148
$564K 0.04%
1,089
-10
149
$554K 0.04%
176
150
$546K 0.04%
3,911
4 5
6
7 8