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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.29M
3
+$966K
4
MSFT icon
Microsoft
MSFT
+$665K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$599K

Top Sells

1
+$2.46M
2
+$2.44M
3
+$1.78M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.95%
3 Industrials 11.06%
4 Consumer Staples 10.53%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.5M 1.32%
77,186
+599
27
$12.2M 1.2%
238,229
-4,125
28
$11.6M 1.14%
189,287
-15,887
29
$11.5M 1.13%
37,385
-37
30
$11.4M 1.12%
178,789
+3,235
31
$10.9M 1.07%
123,695
+4,155
32
$10.6M 1.04%
48,212
+463
33
$10.5M 1.03%
243,834
+1,091
34
$9.78M 0.96%
30,963
+329
35
$9.6M 0.94%
127,467
-23,654
36
$9.41M 0.92%
64,652
-1,099
37
$8.72M 0.86%
90,784
-198
38
$8.55M 0.84%
323,628
-23,742
39
$8.32M 0.82%
28,586
-143
40
$8.31M 0.82%
75,561
+2,077
41
$8.18M 0.8%
81,570
-5,331
42
$8.16M 0.8%
92,241
-1,132
43
$8.08M 0.79%
205,008
-22,044
44
$8.01M 0.79%
183,555
-3,492
45
$7.81M 0.77%
55,406
+262
46
$7.67M 0.75%
107,335
+2,429
47
$7.35M 0.72%
17,145
+33
48
$7.11M 0.7%
29,677
-72
49
$6.73M 0.66%
49,569
+632
50
$6.68M 0.66%
81,012
+494
1
2
3 4 5