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
$1.27B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$947K
3
+$934K
4
WMT icon
Walmart
WMT
+$849K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$629K

Top Sells

1
+$1.1M
2
+$1.07M
3
+$782K
4
PFE icon
Pfizer
PFE
+$767K
5
INTC icon
Intel
INTC
+$658K

Sector Composition

1 Technology 24.72%
2 Financials 11.87%
3 Industrials 10.94%
4 Consumer Staples 9.13%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$315K 0.02%
2,767
+22
177
$292K 0.02%
3,577
-705
178
$291K 0.02%
3,844
179
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1,096
180
$282K 0.02%
2,332
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181
$275K 0.02%
2,500
182
$274K 0.02%
849
183
$273K 0.02%
2,265
-40
184
$267K 0.02%
2,233
185
$263K 0.02%
3,274
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186
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187
$258K 0.02%
1,474
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188
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730
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189
$254K 0.02%
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190
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2,328
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191
$247K 0.02%
1,252
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192
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193
$245K 0.02%
2,529
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194
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467
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195
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3,995
196
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197
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198
$239K 0.02%
918
199
$239K 0.02%
1,182
200
$235K 0.02%
4,694
-542
5 6 7
8
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