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
$1.04B
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.31M
3
+$1.08M
4
MDT icon
Medtronic
MDT
+$675K
5
AMZN icon
Amazon
AMZN
+$588K

Top Sells

1
+$3.48M
2
+$927K
3
+$783K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$651K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$623K

Sector Composition

1 Technology 21.3%
2 Healthcare 11.73%
3 Industrials 10.83%
4 Consumer Staples 10.5%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.81M 0.65%
29,745
+68
52
$6.71M 0.64%
80,854
-158
53
$6.52M 0.62%
48,572
-997
54
$6.15M 0.59%
81,818
-395
55
$5.98M 0.57%
130,784
-5,092
56
$5.41M 0.52%
133,887
-690
57
$5.19M 0.5%
34,373
+10
58
$5.01M 0.48%
91,703
+1,495
59
$4.96M 0.48%
71,542
+126
60
$4.79M 0.46%
11,703
-49
61
$4.69M 0.45%
44,815
+1,294
62
$4.65M 0.45%
62,582
-6,546
63
$4.42M 0.42%
108,120
+5,120
64
$4.2M 0.4%
43,680
+1,003
65
$4.17M 0.4%
49,446
-118
66
$4.08M 0.39%
70,363
+3,237
67
$4.01M 0.38%
40,458
+90
68
$3.76M 0.36%
72,448
+1,129
69
$3.52M 0.34%
18,935
+14,280
70
$3.23M 0.31%
48,364
+485
71
$3.22M 0.31%
19,218
+346
72
$3.17M 0.3%
30,693
+5,690
73
$3.06M 0.29%
159,194
+5,316
74
$2.84M 0.27%
58,901
+3,305
75
$2.67M 0.26%
9,336
-228
1 2
3
4 5