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
$1.27B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$947K
3
+$934K
4
WMT icon
Walmart
WMT
+$849K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$629K

Top Sells

1
+$1.1M
2
+$1.07M
3
+$782K
4
PFE icon
Pfizer
PFE
+$767K
5
INTC icon
Intel
INTC
+$658K

Sector Composition

1 Technology 24.72%
2 Financials 11.87%
3 Industrials 10.94%
4 Consumer Staples 9.13%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$495K 0.04%
1,674
152
$478K 0.04%
1,074
-15
153
$473K 0.04%
899
-36
154
$471K 0.04%
6,304
+53
155
$458K 0.04%
3,541
156
$452K 0.04%
4,996
-100
157
$437K 0.03%
16,850
158
$434K 0.03%
1,020
159
$419K 0.03%
3,570
-75
160
$416K 0.03%
1,960
161
$401K 0.03%
5,264
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162
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2,760
-5
163
$385K 0.03%
2,993
164
$380K 0.03%
926
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165
$372K 0.03%
1,275
-25
166
$368K 0.03%
645
167
$367K 0.03%
12,425
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168
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169
$351K 0.03%
7,217
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170
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2,713
171
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2,618
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172
$340K 0.03%
1,507
-146
173
$334K 0.03%
2,510
174
$325K 0.03%
3,340
175
$318K 0.03%
1,606
-45
5 6
7
8 9