KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$770K
3
+$695K
4
IAU icon
iShares Gold Trust
IAU
+$372K
5
AMZN icon
Amazon
AMZN
+$339K

Top Sells

1
+$1.84M
2
+$1.35M
3
+$1.02M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$743K
5
LOW icon
Lowe's Companies
LOW
+$680K

Sector Composition

1 Technology 19.99%
2 Healthcare 12.81%
3 Consumer Staples 10.34%
4 Industrials 10.01%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.04%
2,360
152
$345K 0.04%
3,828
-180
153
$342K 0.04%
1,550
154
$336K 0.04%
4,570
155
$326K 0.04%
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156
$316K 0.03%
26,030
+10,340
157
$315K 0.03%
1,396
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158
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159
$305K 0.03%
5,423
160
$304K 0.03%
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161
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1,400
+1
162
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163
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164
$288K 0.03%
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165
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166
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167
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168
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169
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170
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171
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172
$261K 0.03%
2,053
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173
$258K 0.03%
24,016
174
$256K 0.03%
2,350
175
$254K 0.03%
2,292
-62
4 5 6
7
8