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
$870M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.08M
3
+$1.07M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$942K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$915K

Top Sells

1
+$733K
2
+$577K
3
+$470K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$310K
5
LOW icon
Lowe's Companies
LOW
+$289K

Sector Composition

1 Technology 19.78%
2 Healthcare 12.49%
3 Consumer Staples 10.85%
4 Consumer Discretionary 10.23%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$236K 0.03%
767
+40
177
$233K 0.03%
2,122
-704
178
$225K 0.03%
2,200
-100
179
$224K 0.03%
1,012
180
$223K 0.03%
2,065
-10
181
$216K 0.02%
+1,310
182
$216K 0.02%
1,881
183
$214K 0.02%
+1,015
184
$210K 0.02%
+1,124
185
$209K 0.02%
6,400
-7,200
186
$209K 0.02%
1,227
-300
187
$203K 0.02%
+3,437
188
$202K 0.02%
5,560
-100
189
$201K 0.02%
+882
190
$150K 0.02%
16,002
191
$113K 0.01%
11,933
-19,235
192
– –
-832
193
– –
-3,094
4 5 6 7
8