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
$808M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.85M
3
+$1.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$616K
5
USB icon
US Bancorp
USB
+$573K

Top Sells

1
+$4.52M
2
+$735K
3
+$305K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$277K
5
COF icon
Capital One
COF
+$256K

Sector Composition

1 Technology 20.22%
2 Healthcare 12.89%
3 Consumer Staples 10.35%
4 Industrials 9.67%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.04%
31,168
-3,431
152
$353K 0.04%
5,310
-300
153
$353K 0.04%
3,324
-200
154
$343K 0.04%
4,293
+15
155
$332K 0.04%
4,389
+6
156
$332K 0.04%
+13,600
157
$324K 0.04%
1,375
158
$318K 0.04%
7,875
-500
159
$317K 0.04%
3,000
160
$297K 0.04%
4,755
161
$297K 0.04%
2,826
+6
162
$290K 0.04%
3,324
163
$275K 0.03%
1,000
164
$272K 0.03%
3,630
165
$270K 0.03%
4,994
166
$264K 0.03%
3,895
167
$259K 0.03%
14,865
+1
168
$258K 0.03%
9,640
-1,545
169
$253K 0.03%
+4,300
170
$251K 0.03%
+2,800
171
$243K 0.03%
+25,600
172
$239K 0.03%
13,839
-8,727
173
$239K 0.03%
+1,527
174
$233K 0.03%
+10,008
175
$226K 0.03%
+200
4 5 6
7
8