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
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$695K
3
+$648K
4
NDAQ icon
Nasdaq
NDAQ
+$458K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$365K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$628K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$623K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$532K

Sector Composition

1 Technology 19.15%
2 Healthcare 11.79%
3 Industrials 11.18%
4 Financials 10.2%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.94M 0.68%
87,992
-2,696
52
$6.88M 0.67%
110,681
-1,375
53
$6.72M 0.65%
52,770
+74
54
$6.72M 0.65%
16,946
-63
55
$6.59M 0.64%
47,425
+154
56
$5.89M 0.57%
139,412
-905
57
$5.82M 0.57%
25,080
-135
58
$5.71M 0.56%
44,911
-2,186
59
$5.5M 0.54%
73,103
-63
60
$4.98M 0.48%
78,896
+843
61
$4.72M 0.46%
44,891
+600
62
$4.62M 0.45%
34,810
+45
63
$4.56M 0.44%
12,944
+367
64
$4.12M 0.4%
40,378
-3,450
65
$4.02M 0.39%
66,062
-713
66
$3.9M 0.38%
69,768
-1,533
67
$3.76M 0.37%
76,440
+9,327
68
$3.72M 0.36%
51,629
+100
69
$3.65M 0.36%
53,384
-3,529
70
$3.09M 0.3%
79,148
-16,087
71
$2.75M 0.27%
9,952
-76
72
$2.63M 0.26%
22,631
+479
73
$2.53M 0.25%
49,881
-8,179
74
$2.49M 0.24%
114,870
+16,875
75
$2.35M 0.23%
111,100
+13,025
1 2
3
4 5