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

Top Buys

1
+$1.08M
2
+$945K
3
+$883K
4
WMT icon
Walmart Inc
WMT
+$815K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$652K

Top Sells

1
+$1.11M
2
+$1.01M
3
+$796K
4
PFE icon
Pfizer
PFE
+$784K
5
INTC icon
Intel
INTC
+$739K

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
– –
-4,346
208
– –
-4,493
209
– –
-4,703
210
– –
-2,675
211
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-2,052
212
– –
-818
213
– –
-780
214
– –
-2,264
215
– –
-2,345
216
– –
-905
217
– –
-3,800
218
– –
-4,688
5 6 7 8
9