KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.23M
3
+$865K
4
AMZN icon
Amazon
AMZN
+$562K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$522K

Top Sells

1
+$1.7M
2
+$630K
3
+$520K
4
IEV icon
iShares Europe ETF
IEV
+$397K
5
BK icon
Bank of New York Mellon
BK
+$280K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.14%
3 Financials 10.25%
4 Industrials 10.2%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-7,300
202
– –
-1,166
203
– –
-39,173
204
– –
-14,539
205
– –
-5,600
5 6 7 8
9