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
$1.03B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$740K
3
+$420K
4
JPM icon
JPMorgan Chase
JPM
+$401K
5
QCOM icon
Qualcomm
QCOM
+$385K

Top Sells

1
+$2.75M
2
+$1.26M
3
+$679K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$630K
5
AAPL icon
Apple
AAPL
+$561K

Sector Composition

1 Technology 23.01%
2 Healthcare 11.08%
3 Industrials 10.56%
4 Consumer Staples 9.92%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$679K 0.07%
19,409
+125
127
$671K 0.07%
1,250
-110
128
$662K 0.06%
6,525
-200
129
$656K 0.06%
2,850
130
$618K 0.06%
3,962
+75
131
$610K 0.06%
3,737
-25
132
$590K 0.06%
24,996
133
$572K 0.06%
2,936
134
$570K 0.06%
5,297
-100
135
$565K 0.05%
6,407
-117
136
$548K 0.05%
14,159
-200
137
$530K 0.05%
6,981
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138
$523K 0.05%
13,230
-150
139
$511K 0.05%
3,900
140
$508K 0.05%
7,342
141
$507K 0.05%
4,061
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142
$494K 0.05%
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143
$490K 0.05%
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144
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145
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953
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146
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17,116
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147
$455K 0.04%
2,140
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148
$449K 0.04%
6,521
-145
149
$447K 0.04%
176
150
$434K 0.04%
2,530
-395
4 5
6
7 8