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
176
$222K 0.03%
+3,094
177
$220K 0.03%
+2,300
178
$220K 0.03%
+1,261
179
$211K 0.03%
+2,075
180
$211K 0.03%
+2,874
181
$209K 0.03%
+1,012
182
$206K 0.03%
727
-130
183
$204K 0.03%
+5,660
184
$202K 0.03%
+1,881
185
$156K 0.02%
16,002
186
$24K ﹤0.01%
832
187
– –
-31,670
188
– –
-2,470
189
– –
-2,610
190
– –
-12,000
191
– –
-8,290
4 5 6 7
8