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
$1.03B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$740K
3
+$420K
4
JPM icon
JPMorgan Chase
JPM
+$401K
5
QCOM icon
Qualcomm
QCOM
+$385K

Top Sells

1
+$2.75M
2
+$1.26M
3
+$679K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$630K
5
AAPL icon
Apple
AAPL
+$561K

Sector Composition

1 Technology 23.01%
2 Healthcare 11.08%
3 Industrials 10.56%
4 Consumer Staples 9.92%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.12M 0.59%
80,879
-133
52
$5.79M 0.56%
35,316
+378
53
$5.75M 0.56%
70,883
-6,489
54
$5.68M 0.55%
47,032
-539
55
$5.68M 0.55%
79,865
-1,241
56
$5.53M 0.53%
79,568
-1,816
57
$5.3M 0.51%
126,256
+5,016
58
$5.22M 0.51%
133,255
-1,854
59
$4.83M 0.47%
40,333
-380
60
$4.58M 0.44%
72,873
-15
61
$4.38M 0.42%
27,536
+2,641
62
$4.26M 0.41%
9,967
-1,222
63
$4.25M 0.41%
87,434
-4,340
64
$4.18M 0.4%
43,027
-465
65
$4.17M 0.4%
32,783
+450
66
$4.15M 0.4%
71,571
-1,251
67
$4.05M 0.39%
44,488
-335
68
$3.92M 0.38%
48,833
-328
69
$3.45M 0.33%
49,363
-9,726
70
$3.41M 0.33%
69,043
-2,860
71
$3.21M 0.31%
+159,896
72
$3.1M 0.3%
48,134
-90
73
$3.03M 0.29%
60,221
+665
74
$2.85M 0.28%
44,236
-805
75
$2.74M 0.26%
18,956
-64
1 2
3
4 5