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
$1.04B
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.31M
3
+$1.08M
4
MDT icon
Medtronic
MDT
+$675K
5
AMZN icon
Amazon
AMZN
+$588K

Top Sells

1
+$3.48M
2
+$927K
3
+$783K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$651K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$623K

Sector Composition

1 Technology 21.3%
2 Healthcare 11.73%
3 Industrials 10.83%
4 Consumer Staples 10.5%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$422K 0.04%
2,069
-699
152
$412K 0.04%
3,827
-8,600
153
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5,700
154
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155
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156
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157
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158
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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
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167
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169
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170
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171
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172
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3,074
173
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174
$311K 0.03%
3,351
175
$308K 0.03%
4,773
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5 6
7
8 9