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
1
$106M 7.31%
204,071
-2,735
2
$81.5M 5.64%
320,252
-150
3
$55.4M 3.83%
197,038
-4,428
4
$43.4M 3%
137,479
-63
5
$42.7M 2.95%
169,887
-1,785
6
$39M 2.7%
160,232
+1,382
7
$37M 2.56%
73,664
-823
8
$35.5M 2.45%
53,002
-356
9
$33.4M 2.31%
113,880
-1,018
10
$33.1M 2.29%
143,105
-1,365
11
$28.8M 1.99%
171,940
-1,535
12
$27.9M 1.93%
181,518
-3,835
13
$27.6M 1.91%
148,631
-1,455
14
$26.1M 1.8%
399,651
+863
15
$25M 1.73%
82,263
-454
16
$23.6M 1.63%
176,256
-1,107
17
$23.2M 1.61%
88,959
+305
18
$22.3M 1.54%
372,068
+4,125
19
$21.2M 1.47%
309,492
+685
20
$21.1M 1.46%
170,821
+376
21
$20.1M 1.39%
73,214
-52
22
$18.8M 1.3%
24,807
-353
23
$18.2M 1.26%
64,622
-176
24
$17.6M 1.22%
113,557
+2,617
25
$17.6M 1.22%
125,238
-1,613
1
2 3 4 5