KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$770K
3
+$695K
4
IAU icon
iShares Gold Trust
IAU
+$372K
5
AMZN icon
Amazon
AMZN
+$339K

Top Sells

1
+$1.84M
2
+$1.35M
3
+$1.02M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$743K
5
LOW icon
Lowe's Companies
LOW
+$680K

Sector Composition

1 Technology 19.99%
2 Healthcare 12.81%
3 Consumer Staples 10.34%
4 Industrials 10.01%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.35M 0.26%
153,127
-4,570
77
$2.13M 0.23%
18,845
+3,005
78
$1.99M 0.22%
39,651
-36,510
79
$1.98M 0.22%
22,711
+640
80
$1.98M 0.22%
16,320
-107
81
$1.97M 0.21%
14,584
+305
82
$1.87M 0.2%
13,719
-15
83
$1.79M 0.2%
20,786
+1,232
84
$1.68M 0.18%
29,948
-400
85
$1.67M 0.18%
33,971
-9,825
86
$1.61M 0.18%
36,400
-720
87
$1.54M 0.17%
14,569
+260
88
$1.53M 0.17%
2,777
+224
89
$1.47M 0.16%
70,600
-7,400
90
$1.47M 0.16%
40,841
-1,608
91
$1.44M 0.16%
12,313
92
$1.43M 0.16%
13,897
-2,862
93
$1.29M 0.14%
42,429
-1,345
94
$1.25M 0.14%
28,803
+2,280
95
$1.21M 0.13%
2,390
+48
96
$1.21M 0.13%
4,571
97
$1.16M 0.13%
4,337
+103
98
$1.1M 0.12%
28,459
-3,566
99
$1.06M 0.12%
10,908
-4
100
$1.04M 0.11%
20,960
2 3
4
5 6