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
$1.04B
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.31M
3
+$1.08M
4
MDT icon
Medtronic
MDT
+$675K
5
AMZN icon
Amazon
AMZN
+$588K

Top Sells

1
+$3.48M
2
+$927K
3
+$783K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$651K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$623K

Sector Composition

1 Technology 21.3%
2 Healthcare 11.73%
3 Industrials 10.83%
4 Consumer Staples 10.5%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65M 0.25%
46,054
-2,523
77
$2.44M 0.23%
14,798
-392
78
$2.38M 0.23%
24,605
+566
79
$2.28M 0.22%
21,386
-441
80
$2.15M 0.21%
43,827
+2,365
81
$2.12M 0.2%
21,393
-6,279
82
$2.12M 0.2%
56,670
-4,683
83
$2.1M 0.2%
3,136
+288
84
$2.09M 0.2%
13,739
+110
85
$2.09M 0.2%
16,136
-55
86
$1.87M 0.18%
35,010
-390
87
$1.85M 0.18%
29,598
-200
88
$1.84M 0.18%
12,118
-165
89
$1.79M 0.17%
14,644
-40
90
$1.77M 0.17%
36,015
+3,099
91
$1.74M 0.17%
34,626
-4,625
92
$1.66M 0.16%
24,829
+1,125
93
$1.52M 0.15%
4,740
+324
94
$1.45M 0.14%
15,974
-50
95
$1.33M 0.13%
41,448
-450
96
$1.31M 0.13%
2,268
-92
97
$1.28M 0.12%
28,236
+123
98
$1.25M 0.12%
10,824
-76
99
$1.22M 0.12%
40,687
-1,266
100
$1.19M 0.11%
20,835
-254
2 3
4
5 6