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
$870M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.08M
3
+$1.07M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$942K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$915K

Top Sells

1
+$733K
2
+$577K
3
+$470K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$310K
5
LOW icon
Lowe's Companies
LOW
+$289K

Sector Composition

1 Technology 19.78%
2 Healthcare 12.49%
3 Consumer Staples 10.85%
4 Consumer Discretionary 10.23%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$369K 0.04%
3,024
-300
152
$360K 0.04%
2,655
153
$359K 0.04%
1,411
+36
154
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5,310
155
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156
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3,000
157
$319K 0.04%
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158
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23,600
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159
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890
160
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3,750
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161
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162
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163
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164
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165
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166
$272K 0.03%
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167
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168
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169
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170
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14,220
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172
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173
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8,532
-1,108
174
$242K 0.03%
4,100
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175
$236K 0.03%
200
4 5 6
7
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