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
$870M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.08M
3
+$1.07M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$942K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$915K

Top Sells

1
+$733K
2
+$577K
3
+$470K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$310K
5
LOW icon
Lowe's Companies
LOW
+$289K

Sector Composition

1 Technology 19.78%
2 Healthcare 12.49%
3 Consumer Staples 10.85%
4 Consumer Discretionary 10.23%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$980K 0.11%
2,717
102
$939K 0.11%
16,917
-876
103
$923K 0.11%
11,088
-340
104
$921K 0.11%
14,469
+50
105
$917K 0.11%
6,812
-254
106
$916K 0.11%
5,820
+20
107
$818K 0.09%
26,337
-2,350
108
$796K 0.09%
12,415
+134
109
$787K 0.09%
20,960
-350
110
$782K 0.09%
2,509
+9
111
$778K 0.09%
3,704
112
$714K 0.08%
9,870
-960
113
$696K 0.08%
4,175
114
$687K 0.08%
11,145
+775
115
$683K 0.08%
3,468
-15
116
$677K 0.08%
7,245
-200
117
$645K 0.07%
4,517
+79
118
$619K 0.07%
10,773
119
$580K 0.07%
4,787
-97
120
$550K 0.06%
17,818
-2,350
121
$541K 0.06%
6,054
-50
122
$529K 0.06%
24,950
+500
123
$510K 0.06%
3,861
124
$509K 0.06%
4,308
-10
125
$491K 0.06%
2,774
-590
3 4
5
6 7