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
$566M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$926K
3
+$657K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K
5
COF icon
Capital One
COF
+$492K

Top Sells

1
+$2.53M
2
+$378K
3
+$356K
4
KO icon
Coca-Cola
KO
+$230K
5
AVNS icon
Avanos Medical
AVNS
+$225K

Sector Composition

1 Healthcare 12.69%
2 Technology 12.68%
3 Industrials 12.56%
4 Financials 10.92%
5 Consumer Staples 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.04%
4,225
+7
152
$226K 0.04%
7,566
153
$223K 0.04%
+1,987
154
$217K 0.04%
2,000
155
$215K 0.04%
2,817
+115
156
$209K 0.04%
1,965
157
$206K 0.04%
4,323
+35
158
– –
-4,582
159
– –
-4,184
160
– –
-5,340
161
– –
-10,075
3 4 5 6
7