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
$1.09B
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1M
3
+$955K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$444K
5
APH icon
Amphenol
APH
+$442K

Top Sells

1
+$2.27M
2
+$2.1M
3
+$1.78M
4
DIS icon
Walt Disney
DIS
+$1.45M
5
ABBV icon
AbbVie
ABBV
+$1.3M

Sector Composition

1 Technology 23.72%
2 Industrials 10.91%
3 Financials 10.26%
4 Healthcare 10.17%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-7,797
202
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203
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-3,667
204
– –
-2,727
205
– –
-2,086
206
– –
-2,724
207
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-2,574
208
– –
-2,231
209
– –
-5,047
5 6 7 8
9