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
$1.14B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$848K
4
AMZN icon
Amazon
AMZN
+$593K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$520K

Top Sells

1
+$1.7M
2
+$630K
3
+$563K
4
IEV icon
iShares Europe ETF
IEV
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.14%
3 Financials 10.25%
4 Industrials 10.2%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$413K 0.04%
3,135
-22
152
$409K 0.04%
200
153
$406K 0.04%
3,000
154
$403K 0.04%
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-520
155
$399K 0.04%
876
-16
156
$399K 0.04%
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-25
157
$392K 0.03%
6,125
158
$380K 0.03%
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159
$378K 0.03%
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-140
160
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3,700
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161
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6,378
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162
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163
$362K 0.03%
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164
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165
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166
$341K 0.03%
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167
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169
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170
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171
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-156
172
$322K 0.03%
2,454
173
$318K 0.03%
767
174
$316K 0.03%
1,099
175
$311K 0.03%
+1,769
5 6
7
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