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
$1.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.25M
3
+$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$621K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K

Top Sells

1
+$823K
2
+$779K
3
+$366K
4
IAU icon
iShares Gold Trust
IAU
+$174K
5
XOM icon
Exxon Mobil
XOM
+$171K

Sector Composition

1 Technology 19.56%
2 Healthcare 11.36%
3 Industrials 10.98%
4 Financials 10.27%
5 Consumer Staples 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.11%
26,281
-283
102
$1.25M 0.11%
16,125
+230
103
$1.25M 0.11%
4,597
-180
104
$1.25M 0.11%
6,985
+20
105
$1.19M 0.11%
2,353
-40
106
$1.19M 0.11%
6,557
-10
107
$1.14M 0.1%
6,600
+400
108
$1.12M 0.1%
21,110
109
$1.11M 0.1%
2,710
-7
110
$1.05M 0.1%
11,016
-44
111
$1.02M 0.09%
5,533
112
$995K 0.09%
45,800
+15,950
113
$978K 0.09%
2,442
-85
114
$968K 0.09%
8,298
+2,574
115
$928K 0.09%
13,266
+220
116
$901K 0.08%
28,089
-309
117
$882K 0.08%
4,585
118
$856K 0.08%
10,950
+430
119
$845K 0.08%
4,062
120
$790K 0.07%
8,785
+500
121
$786K 0.07%
4,665
-136
122
$743K 0.07%
3,377
-130
123
$708K 0.06%
11,333
+340
124
$689K 0.06%
6,732
+190
125
$684K 0.06%
10,807
-250
3 4
5
6 7