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
176
– –
-3,562
177
– –
-2,165
178
– –
-3,774
179
– –
-16,474
180
– –
-200
181
– –
-687
182
– –
-10,053
183
– –
-1,774
184
– –
-13,659
185
– –
-2,575
186
– –
-1,313
187
– –
-4,300
188
– –
-1,249
189
– –
-1,881
190
– –
-3,262
191
– –
-2,800
4 5 6 7
8