KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.1M
3
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

1
+$1.4M
2
+$1.13M
3
+$705K
4
XOM icon
Exxon Mobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

Sector Composition

1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$273K 0.02%
+5,418
202
$272K 0.02%
2,500
203
$269K 0.02%
2,270
204
$264K 0.02%
1,328
-29
205
$259K 0.02%
2,506
-105
206
$254K 0.02%
+3,100
207
$248K 0.02%
2,328
208
$244K 0.02%
+7,804
209
$241K 0.02%
782
210
$239K 0.02%
1,082
211
$238K 0.02%
+1,009
212
$228K 0.02%
4,544
213
$224K 0.02%
+1,200
214
$219K 0.02%
+1,198
215
$203K 0.01%
+2,186
216
$202K 0.01%
2,992
217
– –
-3,800
218
– –
-2,407
219
– –
-2,510
220
– –
-408
221
– –
-3,424
222
– –
-1,982
223
– –
-1,406
224
– –
-3,900
5 6 7 8
9