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
$596M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$263K
3
+$222K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$201K
5
DIS icon
Walt Disney
DIS
+$174K

Top Sells

1
+$5.85M
2
+$596K
3
+$516K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$483K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Sector Composition

1 Healthcare 12.93%
2 Industrials 12.67%
3 Technology 12.64%
4 Consumer Staples 11.61%
5 Financials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 2.93%
147,657
-895
2
$16.5M 2.77%
184,341
-657
3
$16.4M 2.76%
227,801
-1,404
4
$15.4M 2.58%
141,231
-379
5
$15.2M 2.55%
174,308
+4
6
$13.8M 2.31%
238,964
-1,390
7
$13.1M 2.2%
205,542
-183
8
$12.3M 2.06%
86,494
-724
9
$12M 2.01%
423,476
-18,260
10
$12M 2%
68,177
-1,563
11
$11.8M 1.98%
312,352
-3,747
12
$11.6M 1.94%
155,942
-1,965
13
$11.3M 1.89%
178,708
-1,565
14
$11.2M 1.88%
93,389
-103
15
$11.1M 1.86%
358,895
-15,610
16
$11M 1.84%
74,449
+995
17
$10.7M 1.79%
73,936
-530
18
$10.4M 1.74%
100,885
+508
19
$10.2M 1.71%
88,226
-31
20
$10M 1.68%
113,566
+348
21
$9.97M 1.67%
225,172
+1,440
22
$9.94M 1.67%
265,616
-8,984
23
$9.65M 1.62%
77,677
-3,627
24
$8.8M 1.48%
169,296
+682
25
$7.93M 1.33%
115,432
+2,340
1
2 3 4 5