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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.29M
3
+$966K
4
MSFT icon
Microsoft
MSFT
+$665K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$599K

Top Sells

1
+$2.46M
2
+$2.44M
3
+$1.78M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.95%
3 Industrials 11.06%
4 Consumer Staples 10.53%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.12%
21,089
+129
102
$1.18M 0.12%
4,416
+79
103
$1.09M 0.11%
30,928
-3,380
104
$1.07M 0.11%
3,237
+157
105
$1.06M 0.1%
14,177
-35
106
$1.01M 0.1%
19,322
-443
107
$1M 0.1%
4,617
+46
108
$966K 0.09%
+12,459
109
$919K 0.09%
2,743
-29
110
$913K 0.09%
4,260
-25
111
$907K 0.09%
5,328
-25
112
$897K 0.09%
6,948
-30
113
$868K 0.09%
8,576
+125
114
$866K 0.09%
18,950
+352
115
$864K 0.08%
12,583
-69
116
$857K 0.08%
12,858
+985
117
$844K 0.08%
5,019
+300
118
$836K 0.08%
4,035
+441
119
$774K 0.08%
1,459
+143
120
$769K 0.08%
4,655
+37
121
$767K 0.08%
11,689
+157
122
$735K 0.07%
29,178
-168
123
$722K 0.07%
5,641
+949
124
$720K 0.07%
4,142
+430
125
$709K 0.07%
3,782
3 4
5
6 7