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
$671M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$497K
3
+$292K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$271K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$230K

Top Sells

1
+$582K
2
+$294K
3
+$266K
4
CC icon
Chemours
CC
+$236K
5
NKE icon
Nike
NKE
+$230K

Sector Composition

1 Technology 15.13%
2 Healthcare 12.83%
3 Financials 12.18%
4 Industrials 11.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.04%
17,052
-660
152
$242K 0.04%
2,400
153
$242K 0.04%
6,514
154
$239K 0.04%
2,012
155
$238K 0.04%
5,700
156
$234K 0.03%
1,030
157
$234K 0.03%
3,460
158
$232K 0.03%
692
159
$230K 0.03%
+1,740
160
$229K 0.03%
3,963
161
$225K 0.03%
5,240
162
$217K 0.03%
2,125
-45
163
$213K 0.03%
+6,435
164
$213K 0.03%
1,027
165
$212K 0.03%
4,050
-700
166
$203K 0.03%
7,101
167
$201K 0.03%
+1,659
168
$110K 0.02%
3,788
-175
169
– –
-4,854
170
– –
-6,158
171
– –
-1,804
3 4 5 6
7