KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$770K
3
+$695K
4
IAU icon
iShares Gold Trust
IAU
+$372K
5
AMZN icon
Amazon
AMZN
+$339K

Top Sells

1
+$1.84M
2
+$1.35M
3
+$1.02M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$743K
5
LOW icon
Lowe's Companies
LOW
+$680K

Sector Composition

1 Technology 19.99%
2 Healthcare 12.81%
3 Consumer Staples 10.34%
4 Industrials 10.01%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 1.31%
299,072
+2,074
27
$11.9M 1.3%
145,319
+2,949
28
$11.4M 1.25%
119,540
+580
29
$11.3M 1.23%
151,121
-18,080
30
$10.6M 1.16%
242,354
-4,515
31
$10.6M 1.15%
242,743
-5,562
32
$9.84M 1.07%
175,554
-3,050
33
$9.5M 1.04%
65,751
+173
34
$8.95M 0.98%
347,370
-2,819
35
$8.71M 0.95%
37,422
+365
36
$8.69M 0.95%
47,749
-23
37
$8.62M 0.94%
227,052
+299
38
$8.45M 0.92%
30,634
-829
39
$8.3M 0.91%
73,484
+643
40
$8.03M 0.88%
86,901
-883
41
$7.99M 0.87%
93,373
-901
42
$7.54M 0.82%
187,047
+318
43
$7.4M 0.81%
78,431
+541
44
$7.13M 0.78%
104,906
-2,999
45
$6.96M 0.76%
28,729
-145
46
$6.96M 0.76%
86,152
+1,449
47
$6.66M 0.73%
90,982
-761
48
$6.58M 0.72%
69,030
-367
49
$6.55M 0.72%
55,144
-22
50
$6.5M 0.71%
18,193
-144
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