KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.1M
3
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

1
+$1.4M
2
+$1.13M
3
+$705K
4
XOM icon
Exxon Mobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

Sector Composition

1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$972K 0.07%
28,985
-4,891
127
$972K 0.07%
10,182
-2,441
128
$959K 0.07%
18,090
-640
129
$939K 0.07%
1,936
-91
130
$933K 0.06%
9,263
-710
131
$931K 0.06%
6,035
-87
132
$878K 0.06%
3,365
-750
133
$877K 0.06%
9,081
-190
134
$873K 0.06%
6,158
-100
135
$842K 0.06%
2,921
136
$826K 0.06%
1,125
+80
137
$813K 0.06%
2,767
138
$755K 0.05%
176
139
$718K 0.05%
2,189
-132
140
$707K 0.05%
3,454
141
$698K 0.05%
15,622
142
$694K 0.05%
11,105
-230
143
$685K 0.05%
5,279
-200
144
$670K 0.05%
1,124
-30
145
$664K 0.05%
5,943
146
$628K 0.04%
4,952
147
$615K 0.04%
7,880
+897
148
$587K 0.04%
3,861
-15
149
$567K 0.04%
685
150
$532K 0.04%
1,674
4 5
6
7 8