KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.1M
3
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

1
+$1.4M
2
+$1.13M
3
+$705K
4
XOM icon
Exxon Mobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

Sector Composition

1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$529K 0.04%
2,701
-50
152
$523K 0.04%
920
-22
153
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660
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154
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155
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157
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1,020
158
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160
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162
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166
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170
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171
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172
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173
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174
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980
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175
$353K 0.02%
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7
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