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
$1.18B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$497K
3
+$474K
4
DIS icon
Walt Disney
DIS
+$461K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$433K

Top Sells

1
+$2.65M
2
+$1.45M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Sector Composition

1 Technology 21.09%
2 Healthcare 11.41%
3 Industrials 10.38%
4 Consumer Discretionary 10.21%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.9M 6.32%
222,627
-3,706
2
$63.6M 5.36%
357,949
-6,967
3
$49.6M 4.18%
191,741
-4,054
4
$29.2M 2.46%
178,424
-1,421
5
$28.9M 2.44%
117,023
-172
6
$28M 2.36%
167,950
-2,861
7
$26.8M 2.26%
156,535
-862
8
$25.7M 2.17%
110,973
+1,196
9
$24.6M 2.08%
174,994
-2,684
10
$23.1M 1.95%
408,185
-4,600
11
$23M 1.94%
85,714
-758
12
$22.3M 1.89%
128,637
-2,063
13
$22.1M 1.87%
46,332
-2,511
14
$21.3M 1.8%
86,359
-570
15
$21M 1.78%
155,326
-3,208
16
$20.6M 1.74%
83,893
-56
17
$20.5M 1.73%
68,673
-182
18
$20M 1.69%
126,501
-1,155
19
$19.4M 1.63%
379,215
+2,857
20
$18.5M 1.56%
292,012
+120
21
$17.7M 1.5%
59,610
-722
22
$17.2M 1.46%
197,706
+122
23
$17.1M 1.44%
76,868
-1,643
24
$17.1M 1.44%
117,980
-2,680
25
$16.8M 1.42%
327,035
-6,652
1
2 3 4 5