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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.29M
3
+$966K
4
MSFT icon
Microsoft
MSFT
+$665K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$599K

Top Sells

1
+$2.46M
2
+$2.44M
3
+$1.78M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.95%
3 Industrials 11.06%
4 Consumer Staples 10.53%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$453K 0.04%
5,405
+91
152
$432K 0.04%
2,545
+50
153
$427K 0.04%
1,216
+372
154
$393K 0.04%
1,495
+99
155
$390K 0.04%
5,423
156
$390K 0.04%
26,680
+650
157
$383K 0.04%
3,798
-30
158
$377K 0.04%
2,385
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159
$372K 0.04%
+2,976
160
$366K 0.04%
5,700
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161
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2,762
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162
$361K 0.04%
1,074
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163
$359K 0.04%
1,550
164
$357K 0.04%
+3,390
165
$356K 0.04%
2,508
+158
166
$346K 0.03%
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167
$337K 0.03%
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168
$336K 0.03%
3,455
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169
$327K 0.03%
4,395
-175
170
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2,561
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171
$324K 0.03%
1,957
172
$320K 0.03%
3,074
173
$317K 0.03%
+2,255
174
$316K 0.03%
909
-27
175
$314K 0.03%
3,645
5 6
7
8 9