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
$1.14B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$848K
4
AMZN icon
Amazon
AMZN
+$593K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$520K

Top Sells

1
+$1.7M
2
+$630K
3
+$563K
4
IEV icon
iShares Europe ETF
IEV
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.14%
3 Financials 10.25%
4 Industrials 10.2%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$637K 0.06%
5,596
-43
127
$630K 0.06%
9,890
-1,077
128
$629K 0.06%
5,634
+93
129
$608K 0.05%
12,114
-420
130
$606K 0.05%
7,767
-100
131
$604K 0.05%
22,980
132
$601K 0.05%
4,403
+150
133
$601K 0.05%
1,179
134
$593K 0.05%
7,235
-1,500
135
$585K 0.05%
9,901
+275
136
$583K 0.05%
7,629
-1
137
$578K 0.05%
15,698
138
$562K 0.05%
1,145
-20
139
$562K 0.05%
4,742
-100
140
$542K 0.05%
3,900
141
$487K 0.04%
4,740
142
$481K 0.04%
2,114
-38
143
$472K 0.04%
4,732
144
$471K 0.04%
2,608
+5
145
$458K 0.04%
1,322
146
$454K 0.04%
2,460
-8
147
$443K 0.04%
4,138
-160
148
$440K 0.04%
12,114
-2,755
149
$439K 0.04%
4,008
+1,235
150
$419K 0.04%
15,340
-2,000
4 5
6
7 8