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
$1.03B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$740K
3
+$420K
4
JPM icon
JPMorgan Chase
JPM
+$401K
5
QCOM icon
Qualcomm
QCOM
+$385K

Top Sells

1
+$2.75M
2
+$1.26M
3
+$679K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$630K
5
AAPL icon
Apple
AAPL
+$561K

Sector Composition

1 Technology 23.01%
2 Healthcare 11.08%
3 Industrials 10.56%
4 Consumer Staples 9.92%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.73M 0.26%
8,895
-186
77
$2.68M 0.26%
4,147
+525
78
$2.61M 0.25%
44,797
+685
79
$2.41M 0.23%
25,593
+190
80
$2.26M 0.22%
21,963
+259
81
$2.2M 0.21%
14,753
-5
82
$2.14M 0.21%
16,610
+501
83
$2.09M 0.2%
138,850
-1,936
84
$2.06M 0.2%
38,664
+885
85
$2.05M 0.2%
13,514
-125
86
$1.79M 0.17%
26,889
+863
87
$1.74M 0.17%
33,490
-1,150
88
$1.71M 0.17%
4,759
+65
89
$1.67M 0.16%
29,428
-70
90
$1.66M 0.16%
11,894
-165
91
$1.62M 0.16%
16,223
-4,795
92
$1.59M 0.15%
31,192
-1,755
93
$1.46M 0.14%
15,974
94
$1.38M 0.13%
41,455
+82
95
$1.28M 0.12%
10,608
-200
96
$1.24M 0.12%
14,029
-94
97
$1.22M 0.12%
39,687
98
$1.17M 0.11%
20,910
99
$1.16M 0.11%
27,252
-295
100
$1.11M 0.11%
4,165
-80
2 3
4
5 6