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
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.51M
3
+$813K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$702K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K

Top Sells

1
+$3.13M
2
+$2.28M
3
+$1.94M
4
INTC icon
Intel
INTC
+$1.56M
5
CVS icon
CVS Health
CVS
+$1.54M

Sector Composition

1 Technology 22.59%
2 Industrials 10.59%
3 Financials 10.37%
4 Consumer Staples 9.06%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$517K 0.04%
3,412
-100
152
$500K 0.04%
5,096
+119
153
$490K 0.04%
6,251
+2,091
154
$475K 0.03%
5,335
-979
155
$468K 0.03%
3,541
156
$462K 0.03%
935
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157
$461K 0.03%
1,674
158
$439K 0.03%
+16,850
159
$437K 0.03%
1,960
-43
160
$436K 0.03%
3,645
161
$432K 0.03%
1,020
162
$426K 0.03%
4,493
+26
163
$413K 0.03%
2,765
-500
164
$408K 0.03%
740
165
$405K 0.03%
12,905
-284
166
$386K 0.03%
2,718
-200
167
$384K 0.03%
3,340
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168
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2,302
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169
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2,993
170
$369K 0.03%
961
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171
$361K 0.03%
2,745
-240
172
$358K 0.03%
1,300
173
$348K 0.03%
2,713
174
$342K 0.02%
1,653
+30
175
$341K 0.02%
2,510
+1
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7
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