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
$1.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.25M
3
+$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$621K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K

Top Sells

1
+$823K
2
+$779K
3
+$366K
4
IAU icon
iShares Gold Trust
IAU
+$174K
5
XOM icon
Exxon Mobil
XOM
+$171K

Sector Composition

1 Technology 19.56%
2 Healthcare 11.36%
3 Industrials 10.98%
4 Financials 10.27%
5 Consumer Staples 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$666K 0.06%
3,700
127
$664K 0.06%
5,300
+340
128
$637K 0.06%
8,042
129
$628K 0.06%
4,019
130
$627K 0.06%
8,700
131
$616K 0.06%
16,148
-50
132
$616K 0.06%
15,864
+105
133
$611K 0.06%
+1,772
134
$610K 0.06%
14,804
-2,100
135
$605K 0.06%
4,039
-25
136
$577K 0.05%
1,175
137
$576K 0.05%
5,007
138
$545K 0.05%
5,518
-20
139
$535K 0.05%
21,234
-2,355
140
$519K 0.05%
7,455
+1,135
141
$513K 0.05%
876
142
$497K 0.05%
1,704
143
$496K 0.05%
4,298
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144
$491K 0.05%
8,895
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145
$475K 0.04%
10,098
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146
$472K 0.04%
4,403
147
$471K 0.04%
7,725
-35
148
$469K 0.04%
2,460
149
$459K 0.04%
2,058
+954
150
$449K 0.04%
14,868
+1
4 5
6
7 8