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
$1.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.25M
3
+$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$621K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K

Top Sells

1
+$823K
2
+$779K
3
+$366K
4
IAU icon
iShares Gold Trust
IAU
+$174K
5
XOM icon
Exxon Mobil
XOM
+$171K

Sector Composition

1 Technology 19.56%
2 Healthcare 11.36%
3 Industrials 10.98%
4 Financials 10.27%
5 Consumer Staples 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$308K 0.03%
2,753
-200
177
$302K 0.03%
3,310
-43
178
$300K 0.03%
6,760
179
$298K 0.03%
200
180
$295K 0.03%
2,798
-30
181
$291K 0.03%
1,270
-15
182
$287K 0.03%
25,016
-2,000
183
$287K 0.03%
890
184
$276K 0.03%
4,994
185
$273K 0.03%
1,942
186
$267K 0.02%
700
-16
187
$266K 0.02%
3,094
188
$262K 0.02%
4,888
-272
189
$254K 0.02%
1,049
-40
190
$254K 0.02%
2,505
191
$246K 0.02%
857
192
$245K 0.02%
1,475
+25
193
$237K 0.02%
4,850
194
$232K 0.02%
3,437
195
$226K 0.02%
15,482
196
$226K 0.02%
1,300
197
$218K 0.02%
+2,495
198
$208K 0.02%
3,292
199
$205K 0.02%
6,552
200
$202K 0.02%
3,200
5 6 7
8
9