KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$770K
3
+$695K
4
IAU icon
iShares Gold Trust
IAU
+$372K
5
AMZN icon
Amazon
AMZN
+$339K

Top Sells

1
+$1.84M
2
+$1.35M
3
+$1.02M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$743K
5
LOW icon
Lowe's Companies
LOW
+$680K

Sector Composition

1 Technology 19.99%
2 Healthcare 12.81%
3 Consumer Staples 10.34%
4 Industrials 10.01%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$252K 0.03%
1,600
177
$248K 0.03%
3,074
178
$248K 0.03%
3,266
-57
179
$243K 0.03%
1,000
180
$238K 0.03%
20,738
-16,115
181
$236K 0.03%
4,894
182
$233K 0.03%
6,693
-100
183
$230K 0.03%
490
184
$229K 0.03%
2,801
-334
185
$227K 0.02%
3,460
186
$224K 0.02%
1,341
-35
187
$223K 0.02%
740
188
$217K 0.02%
3,325
-100
189
$214K 0.02%
+2,540
190
$208K 0.02%
2,305
191
$206K 0.02%
1,652
+2
192
$102K 0.01%
+16,783
193
$16K ﹤0.01%
1,226
194
– –
-4,732
195
– –
-1,049
196
– –
-4,850
197
– –
-12,115
198
– –
-14,193
4 5 6 7
8