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
$1.03B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$718K
3
+$451K
4
JPM icon
JPMorgan Chase
JPM
+$415K
5
USB icon
US Bancorp
USB
+$408K

Top Sells

1
+$2.91M
2
+$1.33M
3
+$689K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$630K
5
AAPL icon
Apple
AAPL
+$601K

Sector Composition

1 Technology 23.01%
2 Healthcare 11.08%
3 Industrials 10.56%
4 Consumer Staples 9.92%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$202K 0.02%
2,305
202
– –
-11,211
203
– –
-7,825
204
– –
-849
205
– –
-1,445
206
– –
-4,874
207
– –
-29,750
5 6 7 8
9