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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.29M
3
+$966K
4
MSFT icon
Microsoft
MSFT
+$665K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$599K

Top Sells

1
+$2.46M
2
+$2.44M
3
+$1.78M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.95%
3 Industrials 11.06%
4 Consumer Staples 10.53%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$692K 0.07%
19,995
+8,183
127
$678K 0.07%
7,746
+142
128
$678K 0.07%
6,905
+97
129
$661K 0.06%
6,420
+60
130
$659K 0.06%
3,172
+400
131
$644K 0.06%
10,569
-1,135
132
$639K 0.06%
5,302
+27
133
$632K 0.06%
5,146
+27
134
$625K 0.06%
7,040
+820
135
$602K 0.06%
9,782
+166
136
$578K 0.06%
4,585
-155
137
$575K 0.06%
4,100
+200
138
$538K 0.05%
16,241
+1,186
139
$529K 0.05%
2,768
+1,072
140
$528K 0.05%
2,936
+1,397
141
$512K 0.05%
1,400
+123
142
$509K 0.05%
4,403
143
$504K 0.05%
+4,785
144
$500K 0.05%
7,417
-100
145
$496K 0.05%
14,186
+1,225
146
$496K 0.05%
1,120
-25
147
$493K 0.05%
200
148
$475K 0.05%
3,000
149
$468K 0.05%
13,380
-1,218
150
$460K 0.05%
9,131
-691
4 5
6
7 8