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
$642M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$575K
3
+$356K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$283K
5
COF icon
Capital One
COF
+$282K

Top Sells

1
+$320K
2
+$302K
3
+$263K
4
AAPL icon
Apple
AAPL
+$262K
5
BCR
CR Bard Inc.
BCR
+$251K

Sector Composition

1 Industrials 12.85%
2 Technology 12.76%
3 Healthcare 12.38%
4 Financials 12.24%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$238K 0.04%
4,184
152
$237K 0.04%
2,000
153
$231K 0.04%
1,955
+125
154
$230K 0.04%
4,288
-75
155
$229K 0.04%
+1,665
156
$225K 0.04%
5,595
157
$224K 0.03%
1,030
158
$217K 0.03%
5,712
-360
159
$214K 0.03%
1,804
-63
160
$210K 0.03%
2,270
-165
161
$209K 0.03%
+5,964
162
$205K 0.03%
6,014
163
$202K 0.03%
+2,000
164
$201K 0.03%
+2,427
165
$136K 0.02%
6,592
-150
166
– –
-7,600
167
– –
-8,164
168
– –
-2,400
3 4 5 6
7