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
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$695K
3
+$648K
4
NDAQ icon
Nasdaq
NDAQ
+$458K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$365K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$628K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$623K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$532K

Sector Composition

1 Technology 19.15%
2 Healthcare 11.79%
3 Industrials 11.18%
4 Financials 10.2%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.12%
13,361
-70
102
$1.17M 0.11%
6,965
-34
103
$1.16M 0.11%
4,777
-140
104
$1.14M 0.11%
6,567
-355
105
$1.09M 0.11%
2,393
+6
106
$1.06M 0.1%
21,110
-100
107
$959K 0.09%
6,200
+300
108
$959K 0.09%
2,717
-4
109
$944K 0.09%
11,060
-28
110
$940K 0.09%
2,527
+7
111
$916K 0.09%
5,533
+44
112
$913K 0.09%
28,398
-465
113
$891K 0.09%
13,046
+91
114
$867K 0.08%
4,585
+55
115
$820K 0.08%
2,570
+658
116
$773K 0.08%
3,507
+96
117
$756K 0.07%
10,520
+300
118
$735K 0.07%
8,285
-65
119
$714K 0.07%
3,700
-4
120
$707K 0.07%
11,057
+518
121
$701K 0.07%
4,801
-40
122
$690K 0.07%
4,062
-445
123
$654K 0.06%
16,904
-45
124
$653K 0.06%
5,724
125
$650K 0.06%
29,850
+5,550
3 4
5
6 7