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
$1.03B
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$695K
3
+$648K
4
NDAQ icon
Nasdaq
NDAQ
+$458K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$365K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$628K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$623K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$532K

Sector Composition

1 Technology 19.15%
2 Healthcare 11.79%
3 Industrials 11.18%
4 Financials 10.2%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$644K 0.06%
6,542
-5
127
$643K 0.06%
10,993
+36
128
$625K 0.06%
4,019
129
$611K 0.06%
4,064
-19
130
$595K 0.06%
8,042
-50
131
$589K 0.06%
16,198
-1,050
132
$588K 0.06%
8,700
133
$580K 0.06%
15,759
-250
134
$573K 0.06%
23,589
+1,092
135
$559K 0.05%
1,175
-25
136
$542K 0.05%
5,007
-5
137
$535K 0.05%
5,538
+1,352
138
$526K 0.05%
4,619
139
$515K 0.05%
9,647
140
$513K 0.05%
4,960
-80
141
$476K 0.05%
7,760
-150
142
$472K 0.05%
1,704
+6
143
$472K 0.05%
14,867
-9
144
$432K 0.04%
4,740
145
$432K 0.04%
4,403
146
$432K 0.04%
2,460
-75
147
$423K 0.04%
9,336
+27
148
$422K 0.04%
4,732
-4
149
$421K 0.04%
3,150
+103
150
$420K 0.04%
6,320
+1,220
4 5
6
7 8