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
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.51M
3
+$813K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$702K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K

Top Sells

1
+$3.13M
2
+$2.28M
3
+$1.94M
4
INTC icon
Intel
INTC
+$1.56M
5
CVS icon
CVS Health
CVS
+$1.54M

Sector Composition

1 Technology 22.59%
2 Industrials 10.59%
3 Financials 10.37%
4 Consumer Staples 9.06%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.1M 6.61%
211,622
-4,514
2
$77.1M 5.59%
330,801
-9,785
3
$47M 3.41%
173,601
-2,753
4
$34.5M 2.5%
202,256
-3,107
5
$34.2M 2.48%
74,388
-383
6
$32.5M 2.36%
117,432
-927
7
$32M 2.32%
55,510
-1,001
8
$30.9M 2.24%
178,380
-7,421
9
$29M 2.1%
137,310
+479
10
$28.1M 2.04%
142,432
-6,414
11
$27.1M 1.97%
89,038
-1,767
12
$25.4M 1.84%
153,088
+1,485
13
$25M 1.82%
401,519
+218
14
$23.8M 1.73%
90,760
-893
15
$23.7M 1.72%
146,277
-1,306
16
$21.8M 1.58%
128,426
-3,009
17
$20.8M 1.51%
86,411
-266
18
$20.3M 1.47%
167,781
+1,163
19
$20.2M 1.47%
177,530
-8,642
20
$18.7M 1.36%
353,747
-3,843
21
$18.3M 1.33%
71,618
+197
22
$16.7M 1.21%
107,146
-1,803
23
$16.5M 1.2%
57,141
+834
24
$16.5M 1.19%
74,508
-1,506
25
$16.4M 1.19%
139,842
-6,722
1
2 3 4 5