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
$1.04B
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.31M
3
+$1.08M
4
MDT icon
Medtronic
MDT
+$675K
5
AMZN icon
Amazon
AMZN
+$588K

Top Sells

1
+$3.48M
2
+$927K
3
+$783K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$651K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$623K

Sector Composition

1 Technology 21.3%
2 Healthcare 11.73%
3 Industrials 10.83%
4 Consumer Staples 10.5%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.27%
128,057
+4,362
27
$12.5M 1.2%
59,126
+345
28
$11.7M 1.12%
208,538
+19,251
29
$11.2M 1.08%
181,306
+2,517
30
$11.1M 1.07%
67,307
+2,655
31
$10.8M 1.04%
37,636
+251
32
$10M 0.96%
78,381
+2,820
33
$9.91M 0.95%
242,884
+4,655
34
$9.55M 0.92%
49,205
+993
35
$9.52M 0.91%
28,326
-260
36
$9.11M 0.87%
30,859
-104
37
$8.97M 0.86%
117,233
-10,234
38
$8.9M 0.85%
261,024
+17,190
39
$8.49M 0.81%
218,245
+13,237
40
$8.02M 0.77%
91,011
-1,230
41
$7.91M 0.76%
90,830
+46
42
$7.79M 0.75%
77,772
+13,101
43
$7.65M 0.73%
87,025
+5,455
44
$7.58M 0.73%
108,905
+1,570
45
$7.37M 0.71%
91,453
+8,377
46
$7.33M 0.7%
55,884
+478
47
$7.09M 0.68%
217,158
-106,470
48
$7.09M 0.68%
196,681
+13,126
49
$7.08M 0.68%
14,252
+658
50
$7.05M 0.68%
17,074
-71
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2
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