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
$1.27B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$947K
3
+$934K
4
WMT icon
Walmart
WMT
+$849K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$629K

Top Sells

1
+$1.1M
2
+$1.07M
3
+$782K
4
PFE icon
Pfizer
PFE
+$767K
5
INTC icon
Intel
INTC
+$658K

Sector Composition

1 Technology 24.72%
2 Financials 11.87%
3 Industrials 10.94%
4 Consumer Staples 9.13%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$230K 0.02%
5,489
-84
202
$229K 0.02%
797
-45
203
$228K 0.02%
486
204
$207K 0.02%
625
205
$205K 0.02%
+1,250
206
$202K 0.02%
3,162
+1
207
– –
-4,493
208
– –
-23,516
209
– –
-818
210
– –
-780
211
– –
-4,346
212
– –
-2,264
213
– –
-2,345
214
– –
-2,675
215
– –
-2,052
216
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-905
217
– –
-3,800
218
– –
-4,688
5 6 7 8
9