KCM

Kanawha Capital Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.51M
3
+$813K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$702K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K

Top Sells

1
+$3.13M
2
+$2.28M
3
+$1.94M
4
INTC icon
Intel
INTC
+$1.56M
5
CVS icon
CVS Health
CVS
+$1.54M

Sector Composition

1 Technology 22.59%
2 Industrials 10.59%
3 Financials 10.37%
4 Consumer Staples 9.06%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$244K 0.02%
2,052
-96
202
$242K 0.02%
+2,227
203
$239K 0.02%
842
-10
204
$237K 0.02%
4,346
-20
205
$235K 0.02%
3,995
206
$233K 0.02%
3,161
-214
207
$225K 0.02%
+2,675
208
$217K 0.02%
905
-35
209
$217K 0.02%
+780
210
$213K 0.02%
+818
211
$208K 0.02%
+2,264
212
$207K 0.02%
+625
213
$206K 0.02%
1,980
-78
214
$204K 0.01%
3,800
215
– –
-4,158
216
– –
-26,130
217
– –
-1,350
218
– –
-1,001
219
– –
-3,035
220
– –
-1,638
221
– –
-2,178
5 6 7 8
9