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
$1.14B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$848K
4
AMZN icon
Amazon
AMZN
+$593K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$520K

Top Sells

1
+$1.7M
2
+$630K
3
+$563K
4
IEV icon
iShares Europe ETF
IEV
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.14%
3 Financials 10.25%
4 Industrials 10.2%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$310K 0.03%
1,284
+10
177
$289K 0.03%
+7,680
178
$288K 0.03%
3,286
-58
179
$272K 0.02%
24,016
180
$272K 0.02%
1,399
+45
181
$266K 0.02%
3,074
182
$265K 0.02%
3,525
183
$262K 0.02%
1,049
184
$258K 0.02%
2,834
-22
185
$257K 0.02%
4,994
186
$254K 0.02%
2,305
187
$251K 0.02%
3,375
188
$246K 0.02%
+2,295
189
$246K 0.02%
962
-25
190
$244K 0.02%
4,850
191
$240K 0.02%
740
192
$235K 0.02%
1,455
193
$225K 0.02%
+1,626
194
$219K 0.02%
+490
195
$209K 0.02%
+5,667
196
$205K 0.02%
6,752
+200
197
$21K ﹤0.01%
1,226
198
– –
-710
199
– –
-3,237
200
– –
-15,482
5 6 7
8
9