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
$1.14B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$848K
4
AMZN icon
Amazon
AMZN
+$593K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$520K

Top Sells

1
+$1.7M
2
+$630K
3
+$563K
4
IEV icon
iShares Europe ETF
IEV
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.14%
3 Financials 10.25%
4 Industrials 10.2%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.7M 0.68%
166,841
-5,278
52
$7.24M 0.64%
17,416
-1,356
53
$7.11M 0.62%
54,676
+1,493
54
$7.08M 0.62%
69,924
+103
55
$6.58M 0.58%
29,514
+1,172
56
$6.56M 0.58%
142,973
-572
57
$6.38M 0.56%
84,105
-76
58
$6.18M 0.54%
50,167
+514
59
$6.06M 0.53%
46,134
+605
60
$5.64M 0.5%
35,491
-458
61
$5.44M 0.48%
74,454
-3,281
62
$4.93M 0.43%
83,064
+5,454
63
$4.82M 0.42%
68,591
-735
64
$4.72M 0.41%
47,128
+1,265
65
$4.39M 0.39%
43,933
-1,165
66
$4.01M 0.35%
79,344
+10,301
67
$3.89M 0.34%
50,552
-1,028
68
$3.83M 0.34%
44,978
+111
69
$3.65M 0.32%
171,820
70
$3.6M 0.32%
201,424
+15,285
71
$3.49M 0.31%
50,203
-200
72
$3.36M 0.3%
69,314
-625
73
$3.25M 0.29%
9,643
-6
74
$3.22M 0.28%
70,617
+988
75
$2.92M 0.26%
+53,127
1 2
3
4 5