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
$1.14B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$848K
4
AMZN icon
Amazon
AMZN
+$593K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$520K

Top Sells

1
+$1.7M
2
+$630K
3
+$563K
4
IEV icon
iShares Europe ETF
IEV
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.14%
3 Financials 10.25%
4 Industrials 10.2%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.11%
13,308
+10
102
$1.25M 0.11%
4,505
-125
103
$1.2M 0.11%
20,993
-3,326
104
$1.18M 0.1%
23,739
+1,470
105
$1.17M 0.1%
10,960
-8
106
$1.1M 0.1%
2,690
-7
107
$1.06M 0.09%
13,935
+319
108
$1.05M 0.09%
5,432
-65
109
$1.03M 0.09%
13,986
-938
110
$1.02M 0.09%
10,878
111
$1M 0.09%
4,530
+125
112
$995K 0.09%
19,034
-666
113
$983K 0.09%
7,671
+9
114
$909K 0.08%
12,345
115
$892K 0.08%
3,264
-93
116
$879K 0.08%
4,100
-3
117
$876K 0.08%
9,330
-341
118
$845K 0.07%
5,531
119
$842K 0.07%
4,591
-11
120
$743K 0.07%
5,320
121
$735K 0.06%
3,066
+5
122
$712K 0.06%
11,339
-265
123
$705K 0.06%
6,844
+34
124
$702K 0.06%
3,840
-25
125
$678K 0.06%
16,456
-221
3 4
5
6 7