KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$770K
3
+$695K
4
IAU icon
iShares Gold Trust
IAU
+$372K
5
AMZN icon
Amazon
AMZN
+$339K

Top Sells

1
+$1.84M
2
+$1.35M
3
+$1.02M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$743K
5
LOW icon
Lowe's Companies
LOW
+$680K

Sector Composition

1 Technology 19.99%
2 Healthcare 12.81%
3 Consumer Staples 10.34%
4 Industrials 10.01%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$579K 0.06%
3,782
127
$578K 0.06%
9,616
-150
128
$566K 0.06%
5,275
-100
129
$564K 0.06%
6,808
-33
130
$548K 0.06%
7,604
-158
131
$545K 0.06%
5,119
132
$501K 0.05%
3,900
133
$499K 0.05%
4,692
-50
134
$494K 0.05%
4,403
135
$492K 0.05%
2,772
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136
$487K 0.05%
4,740
137
$467K 0.05%
7,517
-100
138
$460K 0.05%
1,145
139
$455K 0.05%
15,055
-1,151
140
$454K 0.05%
14,598
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141
$432K 0.05%
9,822
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142
$428K 0.05%
200
143
$413K 0.05%
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-50
144
$412K 0.05%
3,000
145
$407K 0.04%
5,314
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146
$386K 0.04%
2,495
-95
147
$378K 0.04%
6,125
148
$374K 0.04%
10,941
149
$372K 0.04%
+11,812
150
$370K 0.04%
12,961
-1,507
4 5
6
7 8