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
$769M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$642K
3
+$616K
4
XOM icon
Exxon Mobil
XOM
+$510K
5
JNJ icon
Johnson & Johnson
JNJ
+$509K

Top Sells

1
+$978K
2
+$595K
3
+$362K
4
MO icon
Altria Group
MO
+$295K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$239K

Sector Composition

1 Technology 16.16%
2 Healthcare 11.99%
3 Financials 11.37%
4 Consumer Staples 10.8%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$322K 0.04%
5,665
152
$316K 0.04%
3,895
153
$302K 0.04%
1,037
154
$292K 0.04%
2,849
+272
155
$290K 0.04%
2,636
+118
156
$284K 0.04%
5,429
+969
157
$277K 0.04%
3,184
158
$275K 0.04%
1,860
-140
159
$272K 0.04%
3,630
+750
160
$271K 0.04%
17,876
+1,574
161
$263K 0.03%
4,300
162
$261K 0.03%
687
-25
163
$260K 0.03%
4,850
164
$245K 0.03%
3,702
-1,080
165
$238K 0.03%
1,382
-5
166
$234K 0.03%
1,383
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167
$231K 0.03%
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-25
168
$230K 0.03%
2,110
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169
$230K 0.03%
9,960
170
$225K 0.03%
2,560
171
$217K 0.03%
200
172
$217K 0.03%
10,440
173
$210K 0.03%
1,940
-30
174
$204K 0.03%
+1,317
175
$202K 0.03%
3,562
-301
4 5 6
7
8