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
$640M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.02M
3
+$815K
4
CSX icon
CSX Corp
CSX
+$798K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$727K

Top Sells

1
+$523K
2
+$509K
3
+$506K
4
LOW icon
Lowe's Companies
LOW
+$450K
5
TUP
Tupperware Brands Corporation
TUP
+$419K

Sector Composition

1 Technology 15.14%
2 Healthcare 13.97%
3 Financials 11.82%
4 Industrials 11.18%
5 Consumer Staples 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.04%
2,500
152
$232K 0.04%
3,004
153
$230K 0.04%
1,027
154
$223K 0.03%
5,231
-400
155
$222K 0.03%
2,577
+150
156
$221K 0.03%
16,716
157
$209K 0.03%
1,940
-100
158
$208K 0.03%
4,300
+350
159
$203K 0.03%
4,460
+50
160
– –
-2,055
161
– –
-5,935
162
– –
-2,400
163
– –
-5,623
164
– –
-3,963
165
– –
-1,030
166
– –
-2,126
167
– –
-3,697
168
– –
-3,815
169
– –
-2,360
3 4 5 6
7