KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$770K
3
+$695K
4
IAU icon
iShares Gold Trust
IAU
+$372K
5
AMZN icon
Amazon
AMZN
+$339K

Top Sells

1
+$1.84M
2
+$1.35M
3
+$1.02M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$743K
5
LOW icon
Lowe's Companies
LOW
+$680K

Sector Composition

1 Technology 19.99%
2 Healthcare 12.81%
3 Consumer Staples 10.34%
4 Industrials 10.01%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.11%
17,110
-2,905
102
$1.01M 0.11%
34,308
-606
103
$994K 0.11%
6,978
-41
104
$948K 0.1%
14,212
-36
105
$902K 0.1%
4,285
-25
106
$855K 0.09%
3,080
+7
107
$846K 0.09%
2,772
-2
108
$846K 0.09%
31,767
-11,453
109
$794K 0.09%
5,353
110
$773K 0.08%
11,704
-314
111
$762K 0.08%
19,765
-562
112
$751K 0.08%
18,598
-1,165
113
$715K 0.08%
4,618
-50
114
$702K 0.08%
8,451
-1,216
115
$700K 0.08%
3,594
+250
116
$695K 0.08%
+8,862
117
$683K 0.07%
4,719
-700
118
$665K 0.07%
1,316
+91
119
$651K 0.07%
11,873
+402
120
$650K 0.07%
29,346
+6,966
121
$646K 0.07%
11,532
122
$638K 0.07%
12,652
-400
123
$600K 0.07%
3,712
-450
124
$598K 0.07%
6,220
+800
125
$592K 0.06%
6,360
-129
3 4
5
6 7