KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.67M
3
+$1.05M
4
KMX icon
CarMax
KMX
+$527K
5
GE icon
GE Aerospace
GE
+$359K

Top Sells

1
+$2.65M
2
+$1.31M
3
+$1.01M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$709K
5
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$254K

Sector Composition

1 Technology 12.91%
2 Healthcare 12.84%
3 Industrials 12.12%
4 Consumer Staples 11.73%
5 Financials 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$221K 0.04%
+4,184
152
$215K 0.04%
12,746
-2,030
153
$212K 0.04%
2,760
-90
154
$208K 0.04%
+4,113
155
$208K 0.04%
5,324
-250
156
$203K 0.04%
+1,734
157
$55K 0.01%
10,168
-2,592
158
– –
-83,080
159
– –
-7,490
160
– –
-7,600
161
– –
-1,900
3 4 5 6
7