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
$1.14B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$848K
4
AMZN icon
Amazon
AMZN
+$593K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$520K

Top Sells

1
+$1.7M
2
+$630K
3
+$563K
4
IEV icon
iShares Europe ETF
IEV
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.14%
3 Financials 10.25%
4 Industrials 10.2%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.4M 1.44%
294,058
+2,046
27
$15.8M 1.39%
76,923
+55
28
$14.5M 1.27%
185,726
+10,892
29
$14.1M 1.24%
142,165
-1,238
30
$13.7M 1.2%
241,474
-154
31
$12.7M 1.12%
246,194
+8,351
32
$12.4M 1.09%
150,004
+4,725
33
$11.5M 1.01%
65,208
+2,151
34
$11.3M 0.99%
221,100
+7,778
35
$11.1M 0.98%
72,832
+202
36
$11M 0.97%
178,071
+870
37
$11M 0.96%
94,261
+457
38
$10.9M 0.95%
87,326
+1,838
39
$10.5M 0.92%
76,326
+2,623
40
$10.2M 0.89%
47,527
+727
41
$10M 0.88%
188,229
+740
42
$9.36M 0.82%
31,281
-125
43
$9.2M 0.81%
36,795
+1,115
44
$9.07M 0.8%
81,725
+3,945
45
$8.99M 0.79%
91,685
+429
46
$8.83M 0.78%
19,556
-612
47
$8.78M 0.77%
80,995
+87
48
$8.3M 0.73%
29,269
+235
49
$7.73M 0.68%
13,425
+305
50
$7.72M 0.68%
106,485
+473
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