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
$1.18B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$497K
3
+$474K
4
DIS icon
Walt Disney
DIS
+$461K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$433K

Top Sells

1
+$2.65M
2
+$1.45M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Sector Composition

1 Technology 21.09%
2 Healthcare 11.41%
3 Industrials 10.38%
4 Consumer Discretionary 10.21%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$300K 0.03%
1,550
177
$300K 0.03%
4,850
178
$298K 0.03%
6,308
-320
179
$293K 0.02%
5,023
-165
180
$292K 0.02%
3,344
-76
181
$289K 0.02%
987
182
$288K 0.02%
24,016
183
$287K 0.02%
1,274
-50
184
$282K 0.02%
1,354
-74
185
$277K 0.02%
1,049
186
$274K 0.02%
4,994
187
$254K 0.02%
740
-150
188
$245K 0.02%
2,305
-200
189
$244K 0.02%
15,482
190
$242K 0.02%
1,455
-10
191
$242K 0.02%
3,375
+108
192
$233K 0.02%
+2,800
193
$223K 0.02%
3,074
194
$220K 0.02%
1,166
195
$217K 0.02%
3,237
-200
196
$207K 0.02%
+710
197
$206K 0.02%
6,552
198
$24K ﹤0.01%
1,226
199
– –
-125,600
4 5 6 7
8