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
$1.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.25M
3
+$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$621K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K

Top Sells

1
+$823K
2
+$779K
3
+$366K
4
IAU icon
iShares Gold Trust
IAU
+$174K
5
XOM icon
Exxon Mobil
XOM
+$171K

Sector Composition

1 Technology 19.56%
2 Healthcare 11.36%
3 Industrials 10.98%
4 Financials 10.27%
5 Consumer Staples 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15M 1.38%
204,244
+2,697
27
$14.3M 1.32%
86,400
+180
28
$13.3M 1.22%
239,072
+3,972
29
$13M 1.2%
63,321
+615
30
$13M 1.2%
158,701
+15,239
31
$12.3M 1.13%
70,117
+345
32
$12M 1.1%
140,895
+40
33
$11.4M 1.05%
109,044
+1,159
34
$11.4M 1.05%
203,484
+5,896
35
$11M 1.01%
95,116
-303
36
$10.9M 1%
191,398
+3,096
37
$10.7M 0.99%
75,174
+3,665
38
$10.2M 0.94%
32,123
-295
39
$9.89M 0.91%
34,391
+826
40
$9.68M 0.89%
178,284
+2,888
41
$9.66M 0.89%
178,570
-965
42
$9.43M 0.86%
149,431
-2,705
43
$9.31M 0.85%
30,318
+743
44
$9.24M 0.85%
21,584
+4,638
45
$9.23M 0.85%
235,606
+2,270
46
$9.14M 0.84%
73,673
+337
47
$8.85M 0.81%
91,916
-270
48
$8.29M 0.76%
81,417
-953
49
$7.59M 0.7%
54,167
+1,397
50
$7.46M 0.68%
46,928
+720
1
2
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