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
$870M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.08M
3
+$1.07M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$942K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$915K

Top Sells

1
+$733K
2
+$577K
3
+$470K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$310K
5
LOW icon
Lowe's Companies
LOW
+$289K

Sector Composition

1 Technology 19.78%
2 Healthcare 12.49%
3 Consumer Staples 10.85%
4 Consumer Discretionary 10.23%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.23%
25,320
+60
77
$1.9M 0.22%
88,985
+50,735
78
$1.81M 0.21%
32,966
+100
79
$1.79M 0.21%
16,968
-65
80
$1.77M 0.2%
81,125
+55,175
81
$1.73M 0.2%
34,250
+700
82
$1.52M 0.17%
14,323
+177
83
$1.47M 0.17%
16,020
-292
84
$1.37M 0.16%
54,357
-7,544
85
$1.37M 0.16%
12,610
-212
86
$1.34M 0.15%
39,108
-244
87
$1.34M 0.15%
13,364
+17
88
$1.32M 0.15%
40,339
+2,818
89
$1.21M 0.14%
10,237
+1,607
90
$1.16M 0.13%
33,831
-2,855
91
$1.07M 0.12%
15,197
+2,127
92
$1.07M 0.12%
4,917
-235
93
$1.05M 0.12%
2,382
94
$1.03M 0.12%
6,096
95
$1.03M 0.12%
66,351
-2,345
96
$1.03M 0.12%
7,010
-50
97
$1.02M 0.12%
13,642
-690
98
$1.02M 0.12%
42,305
+194
99
$1.01M 0.12%
1,797
-83
100
$1M 0.12%
26,016
-609
2 3
4
5 6