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
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.51M
3
+$813K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$702K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K

Top Sells

1
+$3.13M
2
+$2.28M
3
+$1.94M
4
INTC icon
Intel
INTC
+$1.56M
5
CVS icon
CVS Health
CVS
+$1.54M

Sector Composition

1 Technology 22.59%
2 Industrials 10.59%
3 Financials 10.37%
4 Consumer Staples 9.06%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$331K 0.02%
1,651
177
$331K 0.02%
4,282
-4,263
178
$327K 0.02%
4,688
-2,486
179
$319K 0.02%
645
-37
180
$311K 0.02%
3,844
181
$310K 0.02%
1,615
182
$303K 0.02%
2,500
-500
183
$296K 0.02%
2,233
184
$296K 0.02%
918
+27
185
$289K 0.02%
1,096
186
$288K 0.02%
2,305
187
$274K 0.02%
2,709
188
$272K 0.02%
3,252
-1,555
189
$272K 0.02%
1,518
190
$269K 0.02%
830
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191
$268K 0.02%
5,236
192
$267K 0.02%
849
193
$266K 0.02%
23,516
194
$265K 0.02%
2,345
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195
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486
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196
$256K 0.02%
5,573
-25
197
$255K 0.02%
519
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198
$251K 0.02%
1,021
199
$245K 0.02%
1,182
200
$245K 0.02%
1,411
5 6 7
8
9