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
$1.03B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$740K
3
+$420K
4
JPM icon
JPMorgan Chase
JPM
+$401K
5
QCOM icon
Qualcomm
QCOM
+$385K

Top Sells

1
+$2.75M
2
+$1.26M
3
+$679K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$630K
5
AAPL icon
Apple
AAPL
+$561K

Sector Composition

1 Technology 23.01%
2 Healthcare 11.08%
3 Industrials 10.56%
4 Consumer Staples 9.92%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$431K 0.04%
3,116
+61
152
$418K 0.04%
5,609
-13
153
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155
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156
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157
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159
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161
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162
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164
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165
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166
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172
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173
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174
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175
$287K 0.03%
725
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