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
$1.03B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$740K
3
+$420K
4
JPM icon
JPMorgan Chase
JPM
+$401K
5
QCOM icon
Qualcomm
QCOM
+$385K

Top Sells

1
+$2.75M
2
+$1.26M
3
+$679K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$630K
5
AAPL icon
Apple
AAPL
+$561K

Sector Composition

1 Technology 23.01%
2 Healthcare 11.08%
3 Industrials 10.56%
4 Consumer Staples 9.92%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.12%
68,107
-40
27
$11.4M 1.1%
57,811
-402
28
$11.3M 1.1%
54,391
+3,553
29
$11.2M 1.09%
156,178
+4,743
30
$11M 1.07%
38,863
+245
31
$10.8M 1.04%
27,724
-500
32
$10.1M 0.98%
180,153
-671
33
$9.44M 0.91%
211,261
+4,245
34
$9.27M 0.9%
83,480
+3,471
35
$9.2M 0.89%
30,461
-90
36
$8.66M 0.84%
89,682
-128
37
$8.2M 0.79%
247,064
+2,628
38
$8.18M 0.79%
14,476
+73
39
$8.05M 0.78%
29,482
-200
40
$7.92M 0.77%
56,422
+822
41
$7.85M 0.76%
274,281
+8,556
42
$7.58M 0.73%
213,321
+122
43
$7.34M 0.71%
93,638
+1,612
44
$7.21M 0.7%
218,004
+11,197
45
$7.2M 0.7%
222,176
-1,296
46
$7.15M 0.69%
129,493
-852
47
$7.06M 0.68%
109,144
+505
48
$6.59M 0.64%
87,625
-3,696
49
$6.57M 0.64%
83,939
-628
50
$6.38M 0.62%
16,910
-315
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