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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.29M
3
+$966K
4
MSFT icon
Microsoft
MSFT
+$665K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$599K

Top Sells

1
+$2.46M
2
+$2.44M
3
+$1.78M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.95%
3 Industrials 11.06%
4 Consumer Staples 10.53%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.48M 0.64%
82,213
+456
52
$6.46M 0.63%
83,076
-3,076
53
$6.44M 0.63%
69,128
+98
54
$6.21M 0.61%
13,594
+809
55
$5.62M 0.55%
64,671
-13,760
56
$5.61M 0.55%
135,876
-1,437
57
$5.53M 0.54%
90,208
+1,474
58
$5.25M 0.52%
134,577
-9,172
59
$5.14M 0.5%
71,416
+1,722
60
$4.86M 0.48%
67,126
+240
61
$4.81M 0.47%
43,521
+50
62
$4.76M 0.47%
40,368
-1,223
63
$4.49M 0.44%
11,752
-6,441
64
$4.28M 0.42%
34,363
+556
65
$3.97M 0.39%
42,677
+275
66
$3.92M 0.39%
103,000
+7,730
67
$3.88M 0.38%
49,564
-158
68
$3.59M 0.35%
71,319
-1,522
69
$3.27M 0.32%
18,872
-351
70
$2.95M 0.29%
47,879
-1,850
71
$2.83M 0.28%
153,878
+751
72
$2.77M 0.27%
48,577
-513
73
$2.73M 0.27%
27,672
-10,434
74
$2.55M 0.25%
9,564
+72
75
$2.53M 0.25%
61,353
-516
1 2
3
4 5