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
$1.14B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$848K
4
AMZN icon
Amazon
AMZN
+$593K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$520K

Top Sells

1
+$1.7M
2
+$630K
3
+$563K
4
IEV icon
iShares Europe ETF
IEV
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.14%
3 Financials 10.25%
4 Industrials 10.2%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.22%
13,589
-100
77
$2.54M 0.22%
49,081
-370
78
$2.46M 0.22%
22,468
-1,047
79
$2.42M 0.21%
19,188
-424
80
$2.29M 0.2%
21,268
+780
81
$2.24M 0.2%
13,471
+366
82
$2.23M 0.2%
16,298
-7
83
$2.15M 0.19%
37,300
-100
84
$2.13M 0.19%
30,373
-208
85
$2.01M 0.18%
15,309
-150
86
$1.95M 0.17%
12,428
-65
87
$1.91M 0.17%
35,073
-872
88
$1.8M 0.16%
43,606
+50
89
$1.8M 0.16%
11,040
+3,640
90
$1.79M 0.16%
4,927
+625
91
$1.67M 0.15%
43,681
-1,029
92
$1.63M 0.14%
77,050
-1,200
93
$1.61M 0.14%
43,019
-20
94
$1.6M 0.14%
19,538
-2,823
95
$1.6M 0.14%
32,156
-4,918
96
$1.58M 0.14%
2,065
+433
97
$1.36M 0.12%
2,305
-2
98
$1.32M 0.12%
20,960
-100
99
$1.31M 0.12%
18,030
+4,080
100
$1.29M 0.11%
6,982
+49
2 3
4
5 6