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
$1.04B
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.31M
3
+$1.08M
4
MDT icon
Medtronic
MDT
+$675K
5
AMZN icon
Amazon
AMZN
+$588K

Top Sells

1
+$3.48M
2
+$927K
3
+$783K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$651K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$623K

Sector Composition

1 Technology 21.3%
2 Healthcare 11.73%
3 Industrials 10.83%
4 Consumer Staples 10.5%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$652K 0.06%
4,585
127
$648K 0.06%
30,750
-30,900
128
$648K 0.06%
10,076
-493
129
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+50
130
$643K 0.06%
3,752
-30
131
$640K 0.06%
6,636
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132
$638K 0.06%
22,980
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133
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134
$617K 0.06%
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135
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5,214
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136
$572K 0.05%
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137
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4,286
-1,355
138
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13,380
139
$548K 0.05%
14,434
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140
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7,417
141
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142
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143
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144
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4,253
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145
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146
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2,545
147
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1,351
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148
$460K 0.04%
16,091
-150
149
$457K 0.04%
1,216
150
$433K 0.04%
176
-24
4 5
6
7 8