KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$770K
3
+$695K
4
IAU icon
iShares Gold Trust
IAU
+$372K
5
AMZN icon
Amazon
AMZN
+$339K

Top Sells

1
+$1.84M
2
+$1.35M
3
+$1.02M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$743K
5
LOW icon
Lowe's Companies
LOW
+$680K

Sector Composition

1 Technology 19.99%
2 Healthcare 12.81%
3 Consumer Staples 10.34%
4 Industrials 10.01%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.46M 0.7%
80,518
+440
52
$6.04M 0.66%
12,785
-394
53
$5.74M 0.63%
81,757
-649
54
$5.71M 0.62%
17,112
-344
55
$5.51M 0.6%
48,937
-1,103
56
$5.25M 0.57%
143,749
-10,231
57
$5.03M 0.55%
88,734
+2,415
58
$4.96M 0.54%
69,694
-4,424
59
$4.88M 0.53%
137,313
-1,610
60
$4.88M 0.53%
29,749
-79
61
$4.26M 0.46%
41,591
-1,033
62
$4.07M 0.44%
66,886
+525
63
$4.02M 0.44%
33,807
-2,290
64
$3.91M 0.43%
42,402
-2,390
65
$3.8M 0.41%
43,471
-2,269
66
$3.77M 0.41%
38,106
-7,515
67
$3.19M 0.35%
72,841
+254
68
$3.19M 0.35%
95,270
+83,400
69
$3.17M 0.35%
49,722
-323
70
$2.87M 0.31%
19,223
-120
71
$2.62M 0.29%
49,729
-150
72
$2.49M 0.27%
61,869
-3,015
73
$2.44M 0.27%
49,090
-2,471
74
$2.44M 0.27%
9,492
-99
75
$2.44M 0.27%
115,220
-48,300
1 2
3
4 5