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
$596M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$263K
3
+$222K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$201K
5
DIS icon
Walt Disney
DIS
+$174K

Top Sells

1
+$5.85M
2
+$596K
3
+$516K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$483K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Sector Composition

1 Healthcare 12.93%
2 Industrials 12.67%
3 Technology 12.64%
4 Consumer Staples 11.61%
5 Financials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$245K 0.04%
3,460
152
$242K 0.04%
4,184
153
$240K 0.04%
6,695
-100
154
$239K 0.04%
7,600
155
$230K 0.04%
1,830
156
$228K 0.04%
6,014
157
$219K 0.04%
4,364
-250
158
$205K 0.03%
4,460
159
$201K 0.03%
+2,410
160
$197K 0.03%
12,571
-175
161
$130K 0.02%
1,433
-1,216
162
– –
-2,171
163
– –
-3,177
164
– –
-215,332
3 4 5 6
7