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
$1.04B
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.31M
3
+$1.08M
4
MDT icon
Medtronic
MDT
+$675K
5
AMZN icon
Amazon
AMZN
+$588K

Top Sells

1
+$3.48M
2
+$927K
3
+$783K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$651K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$623K

Sector Composition

1 Technology 21.3%
2 Healthcare 11.73%
3 Industrials 10.83%
4 Consumer Staples 10.5%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.11%
22,055
-2,726
102
$1.09M 0.1%
14,347
-4,975
103
$1.05M 0.1%
14,102
-75
104
$1.04M 0.1%
4,260
105
$1.03M 0.1%
6,883
-65
106
$1.02M 0.1%
4,617
107
$955K 0.09%
5,368
+40
108
$945K 0.09%
2,742
-1
109
$923K 0.09%
5,019
110
$909K 0.09%
25,551
-5,377
111
$901K 0.09%
12,553
-30
112
$886K 0.08%
12,709
-149
113
$821K 0.08%
18,394
-556
114
$792K 0.08%
8,148
-428
115
$790K 0.08%
3,093
-144
116
$775K 0.07%
3,993
-149
117
$773K 0.07%
3,839
-196
118
$748K 0.07%
20,003
+8
119
$732K 0.07%
7,040
120
$731K 0.07%
9,112
-3,347
121
$715K 0.07%
3,172
122
$714K 0.07%
9,983
-1,706
123
$688K 0.07%
6,800
-105
124
$683K 0.07%
27,996
-1,182
125
$676K 0.06%
1,430
-29
3 4
5
6 7