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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.29M
3
+$966K
4
MSFT icon
Microsoft
MSFT
+$665K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$599K

Top Sells

1
+$2.46M
2
+$2.44M
3
+$1.78M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.95%
3 Industrials 11.06%
4 Consumer Staples 10.53%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$313K 0.03%
1,674
-13
177
$312K 0.03%
1,463
+63
178
$303K 0.03%
3,340
+74
179
$301K 0.03%
3,039
+499
180
$298K 0.03%
1,874
181
$291K 0.03%
1,358
+17
182
$288K 0.03%
2,292
183
$281K 0.03%
6,996
-3,945
184
$280K 0.03%
23,516
-500
185
$279K 0.03%
1,000
186
$274K 0.03%
3,882
+422
187
$270K 0.03%
4,597
-78
188
$270K 0.03%
3,325
189
$267K 0.03%
490
190
$265K 0.03%
1,600
191
$250K 0.02%
+3,351
192
$244K 0.02%
+4,665
193
$242K 0.02%
4,894
194
$238K 0.02%
1,685
-368
195
$230K 0.02%
740
196
$227K 0.02%
+8,465
197
$219K 0.02%
5,788
-905
198
$218K 0.02%
+2,011
199
$217K 0.02%
2,305
200
$206K 0.02%
+878
5 6 7
8
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