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
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$695K
3
+$648K
4
NDAQ icon
Nasdaq
NDAQ
+$458K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$365K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$628K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$623K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$532K

Sector Composition

1 Technology 19.15%
2 Healthcare 11.79%
3 Industrials 11.18%
4 Financials 10.2%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29M 0.22%
19,784
-2,199
77
$2.17M 0.21%
35,775
+1,025
78
$2.14M 0.21%
39,219
-9,735
79
$2.11M 0.21%
15,904
-675
80
$2.09M 0.2%
39,509
+154
81
$1.99M 0.19%
17,026
-6
82
$1.93M 0.19%
32,046
-745
83
$1.89M 0.18%
25,636
84
$1.82M 0.18%
40,890
-4,068
85
$1.82M 0.18%
16,737
+580
86
$1.79M 0.17%
37,779
-1,359
87
$1.75M 0.17%
12,744
-166
88
$1.73M 0.17%
12,224
-1,465
89
$1.72M 0.17%
43,970
-4,516
90
$1.7M 0.17%
11,241
+595
91
$1.67M 0.16%
25,579
-251
92
$1.56M 0.15%
14,138
-450
93
$1.48M 0.14%
6,141
+42
94
$1.46M 0.14%
42,811
-59
95
$1.43M 0.14%
52,735
-6,632
96
$1.4M 0.14%
31,404
-2,453
97
$1.36M 0.13%
1,806
+14
98
$1.36M 0.13%
26,564
+903
99
$1.23M 0.12%
15,895
-778
100
$1.19M 0.12%
15,718
+743
2 3
4
5 6