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
$1.03B
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$695K
3
+$648K
4
NDAQ icon
Nasdaq
NDAQ
+$458K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$365K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$628K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$623K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$532K

Sector Composition

1 Technology 19.15%
2 Healthcare 11.79%
3 Industrials 11.18%
4 Financials 10.2%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.9M 1.35%
86,220
-608
27
$13.7M 1.33%
235,100
-2,589
28
$13.4M 1.31%
62,706
-117
29
$12.9M 1.26%
125,080
-880
30
$12.9M 1.25%
69,772
-1,370
31
$11.8M 1.15%
143,462
+11,125
32
$11.5M 1.12%
197,588
-687
33
$11.3M 1.1%
107,885
+1,620
34
$10.9M 1.06%
140,855
-94
35
$10.4M 1.01%
188,302
-1,366
36
$10M 0.98%
95,419
-1,252
37
$9.89M 0.96%
32,418
-622
38
$9.48M 0.92%
71,509
+4,885
39
$9.46M 0.92%
179,535
-1,560
40
$9.44M 0.92%
33,565
+2,469
41
$9.33M 0.91%
29,575
-941
42
$9.13M 0.89%
175,396
-3,435
43
$8.66M 0.84%
73,336
-962
44
$8.49M 0.83%
152,136
+2,516
45
$8.45M 0.82%
233,336
+5,682
46
$8.32M 0.81%
92,186
-1,845
47
$7.57M 0.74%
82,370
-2,574
48
$7.35M 0.72%
321,578
+7,108
49
$7.3M 0.71%
46,208
+464
50
$7.18M 0.7%
19,197
-427
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2
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