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
$1.28B
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.68M
3
+$1.56M
4
PG icon
Procter & Gamble
PG
+$1.43M
5
QCOM icon
Qualcomm
QCOM
+$1.34M

Top Sells

1
+$975K
2
+$952K
3
+$526K
4
INTC icon
Intel
INTC
+$473K
5
KVUE icon
Kenvue
KVUE
+$436K

Sector Composition

1 Technology 23.62%
2 Financials 10.21%
3 Industrials 10.03%
4 Consumer Staples 9.38%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$236K 0.02%
2,178
+435
202
$236K 0.02%
853
+3
203
$232K 0.02%
4,366
+370
204
$230K 0.02%
4,703
-26
205
$224K 0.02%
+4,158
206
$224K 0.02%
852
207
$222K 0.02%
3,995
208
$215K 0.02%
+3,035
209
$215K 0.02%
3,800
210
$214K 0.02%
491
+16
211
$214K 0.02%
3,375
-419
212
$206K 0.02%
1,350
+85
213
$204K 0.02%
+459
214
$200K 0.02%
+2,058
215
– –
-2,457
216
– –
-2,654
5 6 7 8
9