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
$1.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.25M
3
+$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$621K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K

Top Sells

1
+$823K
2
+$779K
3
+$366K
4
IAU icon
iShares Gold Trust
IAU
+$174K
5
XOM icon
Exxon Mobil
XOM
+$171K

Sector Composition

1 Technology 19.56%
2 Healthcare 11.36%
3 Industrials 10.98%
4 Financials 10.27%
5 Consumer Staples 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.21M 0.66%
88,592
+600
52
$7.09M 0.65%
145,971
+6,559
53
$6.97M 0.64%
45,066
+155
54
$6.74M 0.62%
19,099
-98
55
$6.6M 0.61%
109,051
-1,630
56
$6.56M 0.6%
49,010
+1,585
57
$6.17M 0.57%
283,735
-37,843
58
$6.13M 0.56%
73,478
+375
59
$5.47M 0.5%
25,130
+50
60
$5.33M 0.49%
44,461
-430
61
$5.31M 0.49%
13,429
+485
62
$5.29M 0.49%
35,843
+1,033
63
$5.17M 0.47%
77,405
-1,491
64
$4.53M 0.42%
77,250
+810
65
$4.46M 0.41%
43,778
+3,400
66
$4.3M 0.39%
52,544
-840
67
$4.08M 0.37%
69,653
-115
68
$4.07M 0.37%
68,057
+1,995
69
$3.92M 0.36%
52,344
+715
70
$3.59M 0.33%
79,209
+61
71
$3.15M 0.29%
61,994
+12,113
72
$2.96M 0.27%
137,070
+22,200
73
$2.93M 0.27%
9,944
-8
74
$2.72M 0.25%
23,212
+581
75
$2.7M 0.25%
128,100
+17,000
1 2
3
4 5