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
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$695K
3
+$648K
4
NDAQ icon
Nasdaq
NDAQ
+$458K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$365K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$628K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$623K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$532K

Sector Composition

1 Technology 19.15%
2 Healthcare 11.79%
3 Industrials 11.18%
4 Financials 10.2%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$288K 0.03%
2,828
-3,097
177
$287K 0.03%
3,353
178
$281K 0.03%
200
179
$281K 0.03%
1,157
+11
180
$273K 0.03%
4,994
181
$264K 0.03%
5,160
-100
182
$257K 0.03%
716
-3
183
$252K 0.02%
3,094
184
$244K 0.02%
15,482
185
$244K 0.02%
1,089
186
$240K 0.02%
1,285
+65
187
$239K 0.02%
4,850
188
$237K 0.02%
10,844
-400
189
$237K 0.02%
1,942
+58
190
$236K 0.02%
3,437
191
$231K 0.02%
+1,450
192
$231K 0.02%
2,505
193
$228K 0.02%
1,104
194
$220K 0.02%
857
-25
195
$211K 0.02%
3,292
196
$206K 0.02%
1,300
-23
197
$204K 0.02%
+3,200
198
$200K 0.02%
+6,552
199
$174K 0.02%
5,350
+106
200
$144K 0.01%
10,312
-14,756
5 6 7
8
9