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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.29M
3
+$966K
4
MSFT icon
Microsoft
MSFT
+$665K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$599K

Top Sells

1
+$2.46M
2
+$2.44M
3
+$1.78M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.95%
3 Industrials 11.06%
4 Consumer Staples 10.53%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.5M 0.25%
+55,596
77
$2.42M 0.24%
21,827
+1,041
78
$2.27M 0.22%
24,039
+1,328
79
$2.24M 0.22%
15,190
+606
80
$2.22M 0.22%
41,462
+621
81
$2.2M 0.22%
16,191
-129
82
$2.1M 0.21%
25,003
+6,158
83
$2.07M 0.2%
13,629
-90
84
$2.02M 0.2%
2,848
+71
85
$1.98M 0.19%
39,251
-400
86
$1.83M 0.18%
14,684
+115
87
$1.83M 0.18%
29,798
-150
88
$1.77M 0.17%
35,400
-1,000
89
$1.66M 0.16%
12,283
-30
90
$1.58M 0.16%
23,704
+6,594
91
$1.56M 0.15%
32,916
+4,113
92
$1.43M 0.14%
41,898
-531
93
$1.34M 0.13%
16,024
+7,162
94
$1.31M 0.13%
12,427
-1,470
95
$1.3M 0.13%
41,953
+10,186
96
$1.3M 0.13%
2,360
-30
97
$1.29M 0.13%
61,650
-8,950
98
$1.28M 0.13%
28,113
-346
99
$1.24M 0.12%
24,781
-9,190
100
$1.23M 0.12%
10,900
-8
2 3
4
5 6