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
$1.27B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$947K
3
+$934K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$849K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$629K

Top Sells

1
+$1.1M
2
+$1.07M
3
+$782K
4
PFE icon
Pfizer
PFE
+$767K
5
INTC icon
Intel
INTC
+$658K

Sector Composition

1 Technology 24.72%
2 Financials 11.87%
3 Industrials 10.94%
4 Consumer Staples 9.13%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$807K 0.06%
2,921
127
$782K 0.06%
10,343
-59
128
$771K 0.06%
6,691
129
$742K 0.06%
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-110
130
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5,449
+34
131
$709K 0.06%
1,401
-69
132
$703K 0.06%
6,529
-62
133
$702K 0.06%
2,767
-150
134
$697K 0.05%
1,224
-68
135
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5,536
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136
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11,173
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137
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7,661
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138
$651K 0.05%
5,160
-54
139
$650K 0.05%
4,000
140
$646K 0.05%
6,243
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141
$641K 0.05%
2,213
+1
142
$609K 0.05%
5,525
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143
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4,301
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144
$602K 0.05%
6,812
-45
145
$568K 0.04%
970
-45
146
$567K 0.04%
12,980
-100
147
$564K 0.04%
176
148
$562K 0.04%
3,454
-61
149
$525K 0.04%
3,911
150
$519K 0.04%
3,251
-161
4 5
6
7 8