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
$685M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$955K
3
+$935K
4
USB icon
US Bancorp
USB
+$905K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$851K

Top Sells

1
+$1.58M
2
+$1.54M
3
+$636K
4
ELV icon
Elevance Health
ELV
+$536K
5
BK icon
Bank of New York Mellon
BK
+$506K

Sector Composition

1 Technology 19.09%
2 Healthcare 13.72%
3 Consumer Staples 10.92%
4 Financials 9.55%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$295K 0.04%
3,524
-354
152
$279K 0.04%
1,375
+172
153
$277K 0.04%
2,610
154
$276K 0.04%
4,383
155
$274K 0.04%
3,324
156
$270K 0.04%
2,820
+250
157
$267K 0.04%
840
-25
158
$265K 0.04%
1,696
-164
159
$264K 0.04%
4,994
+144
160
$263K 0.04%
11,185
-5,281
161
$258K 0.04%
14,864
-694
162
$243K 0.04%
1,275
-10
163
$240K 0.04%
3,895
164
$239K 0.03%
34,599
-668
165
$234K 0.03%
8,290
-10,844
166
$228K 0.03%
3,630
167
$217K 0.03%
4,755
168
$212K 0.03%
1,000
169
$211K 0.03%
+2,470
170
$203K 0.03%
857
+167
171
$155K 0.02%
16,002
172
$132K 0.02%
31,670
-1,970
173
$23K ﹤0.01%
832
174
– –
-6,029
175
– –
-2,677
4 5 6
7
8