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
$1.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.25M
3
+$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$621K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K

Top Sells

1
+$823K
2
+$779K
3
+$366K
4
IAU icon
iShares Gold Trust
IAU
+$174K
5
XOM icon
Exxon Mobil
XOM
+$171K

Sector Composition

1 Technology 19.56%
2 Healthcare 11.36%
3 Industrials 10.98%
4 Financials 10.27%
5 Consumer Staples 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.63M 0.24%
47,919
+8,700
77
$2.49M 0.23%
19,684
-100
78
$2.45M 0.22%
40,284
+775
79
$2.35M 0.22%
37,150
+1,375
80
$2.16M 0.2%
17,121
+95
81
$2.13M 0.19%
16,459
+555
82
$2.05M 0.19%
12,389
+165
83
$1.99M 0.18%
12,556
+1,315
84
$1.99M 0.18%
17,577
+840
85
$1.96M 0.18%
39,318
-1,572
86
$1.91M 0.18%
12,679
-65
87
$1.9M 0.17%
37,062
-717
88
$1.9M 0.17%
24,362
-1,274
89
$1.86M 0.17%
31,181
-865
90
$1.7M 0.16%
25,370
-209
91
$1.7M 0.16%
42,059
-1,911
92
$1.65M 0.15%
51,375
-1,360
93
$1.62M 0.15%
14,983
+845
94
$1.6M 0.15%
43,706
+895
95
$1.59M 0.15%
1,816
+10
96
$1.53M 0.14%
4,323
+1,753
97
$1.53M 0.14%
30,276
-1,128
98
$1.44M 0.13%
6,077
-64
99
$1.31M 0.12%
16,602
+884
100
$1.27M 0.12%
12,857
-504
2 3
4
5 6