KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.1M
3
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

1
+$1.4M
2
+$1.13M
3
+$705K
4
XOM icon
Exxon Mobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

Sector Composition

1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$347K 0.02%
2,465
-248
177
$337K 0.02%
2,084
-25
178
$334K 0.02%
2,265
179
$333K 0.02%
1,021
180
$329K 0.02%
2,928
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181
$325K 0.02%
987
-36
182
$315K 0.02%
863
183
$311K 0.02%
511
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184
$305K 0.02%
721
185
$304K 0.02%
1,914
186
$303K 0.02%
2,081
-912
187
$299K 0.02%
+673
188
$297K 0.02%
1,613
189
$293K 0.02%
+1,645
190
$293K 0.02%
1,656
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191
$290K 0.02%
5,439
192
$286K 0.02%
3,900
193
$284K 0.02%
1,017
194
$280K 0.02%
1,474
195
$277K 0.02%
3,678
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196
$277K 0.02%
3,468
-1,764
197
$277K 0.02%
1,620
198
$276K 0.02%
3,995
199
$276K 0.02%
1,469
+145
200
$275K 0.02%
3,274
5 6 7
8
9