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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.3M
3
+$958K
4
MSFT icon
Microsoft
MSFT
+$665K
5
AMZN icon
Amazon
AMZN
+$608K

Top Sells

1
+$2.48M
2
+$2.44M
3
+$1.77M
4
DIS icon
Walt Disney
DIS
+$1.32M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.95%
3 Industrials 11.06%
4 Consumer Staples 10.53%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.02%
+878
202
$200K 0.02%
+1,445
203
$123K 0.01%
12,954
-7,784
204
$14K ﹤0.01%
1,226
205
– –
-3,008
206
– –
-1,652
207
– –
-16,783
208
– –
-115,220
5 6 7 8
9