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
$870M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.08M
3
+$1.07M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$942K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$915K

Top Sells

1
+$733K
2
+$577K
3
+$470K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$310K
5
LOW icon
Lowe's Companies
LOW
+$289K

Sector Composition

1 Technology 19.78%
2 Healthcare 12.49%
3 Consumer Staples 10.85%
4 Consumer Discretionary 10.23%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.33%
86,112
-19
27
$11.3M 1.3%
190,394
+2,310
28
$11.3M 1.3%
287,402
+15,313
29
$9.55M 1.1%
115,047
+11,340
30
$9.24M 1.06%
126,060
-1,180
31
$8.97M 1.03%
30,131
-141
32
$8.94M 1.03%
32,192
-490
33
$8.92M 1.03%
234,452
+3,468
34
$8.68M 1%
175,783
+609
35
$8.63M 0.99%
69,594
-300
36
$8.3M 0.95%
238,368
+3,603
37
$8.04M 0.93%
139,824
+2,838
38
$7.97M 0.92%
110,672
-493
39
$7.71M 0.89%
65,524
-831
40
$7.7M 0.89%
74,130
+58
41
$7.66M 0.88%
177,116
-506
42
$7.48M 0.86%
95,881
+473
43
$6.91M 0.79%
89,533
-768
44
$6.76M 0.78%
314,067
-7,533
45
$6.76M 0.78%
188,517
+10,630
46
$6.74M 0.77%
45,629
-474
47
$6.54M 0.75%
82,869
-15
48
$6.24M 0.72%
95,202
-247
49
$6.18M 0.71%
30,545
+177
50
$6.06M 0.7%
52,064
+723
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