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
$1.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.25M
3
+$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$621K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K

Top Sells

1
+$823K
2
+$779K
3
+$366K
4
IAU icon
iShares Gold Trust
IAU
+$174K
5
XOM icon
Exxon Mobil
XOM
+$171K

Sector Composition

1 Technology 19.56%
2 Healthcare 11.36%
3 Industrials 10.98%
4 Financials 10.27%
5 Consumer Staples 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$449K 0.04%
3,150
152
$442K 0.04%
22,080
153
$440K 0.04%
2,659
+150
154
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2,680
+25
155
$432K 0.04%
4,740
156
$431K 0.04%
7,995
+90
157
$427K 0.04%
1,828
-21
158
$420K 0.04%
2,474
159
$418K 0.04%
4,732
160
$406K 0.04%
7,625
161
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3,000
162
$380K 0.03%
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163
$376K 0.03%
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-110
164
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1,000
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165
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166
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167
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169
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170
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171
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1,323
172
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1,465
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173
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813
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174
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10,794
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175
$312K 0.03%
1,002
-10
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7
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