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
$870M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.08M
3
+$1.07M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$942K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$915K

Top Sells

1
+$733K
2
+$577K
3
+$470K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$310K
5
LOW icon
Lowe's Companies
LOW
+$289K

Sector Composition

1 Technology 19.78%
2 Healthcare 12.49%
3 Consumer Staples 10.85%
4 Consumer Discretionary 10.23%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.92M 0.68%
109,086
+394
52
$5.62M 0.65%
16,787
-117
53
$5.61M 0.64%
163,326
+2,179
54
$5.33M 0.61%
45,854
+1,220
55
$4.67M 0.54%
198,855
-19,988
56
$4.45M 0.51%
43,663
+8,975
57
$4.39M 0.51%
72,891
-446
58
$4.36M 0.5%
19,681
+5
59
$4.24M 0.49%
72,516
+5,522
60
$4.17M 0.48%
136,707
+8,222
61
$4.12M 0.47%
11,600
+65
62
$3.83M 0.44%
32,829
-248
63
$3.75M 0.43%
25,160
-434
64
$3.72M 0.43%
44,231
+1,675
65
$3.71M 0.43%
59,418
-3,275
66
$3.57M 0.41%
30,832
+9,265
67
$3.57M 0.41%
59,168
+170
68
$3.42M 0.39%
47,655
-461
69
$3.06M 0.35%
50,800
+1,650
70
$2.96M 0.34%
58,261
-1,440
71
$2.73M 0.31%
49,769
+733
72
$2.43M 0.28%
65,335
+2,405
73
$2.29M 0.26%
10,110
-91
74
$2.23M 0.26%
47,347
+1,105
75
$2.15M 0.25%
22,635
-397
1 2
3
4 5