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
$1.04B
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.31M
3
+$1.08M
4
MDT icon
Medtronic
MDT
+$675K
5
AMZN icon
Amazon
AMZN
+$588K

Top Sells

1
+$3.48M
2
+$927K
3
+$783K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$651K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$623K

Sector Composition

1 Technology 21.3%
2 Healthcare 11.73%
3 Industrials 10.83%
4 Consumer Staples 10.5%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$307K 0.03%
3,340
177
$306K 0.03%
2,292
178
$306K 0.03%
1,000
179
$305K 0.03%
2,364
-197
180
$299K 0.03%
2,871
-168
181
$298K 0.03%
1,874
182
$295K 0.03%
2,321
-64
183
$292K 0.03%
1,600
184
$287K 0.03%
3,325
185
$281K 0.03%
4,667
+70
186
$278K 0.03%
6,906
-90
187
$271K 0.03%
4,665
188
$268K 0.03%
23,516
189
$261K 0.03%
8,905
+440
190
$260K 0.02%
1,360
+2
191
$254K 0.02%
3,759
-123
192
$249K 0.02%
684
-225
193
$248K 0.02%
4,894
194
$242K 0.02%
1,676
-9
195
$226K 0.02%
490
196
$225K 0.02%
5,708
-80
197
$220K 0.02%
2,305
198
$217K 0.02%
+610
199
$215K 0.02%
947
-15
200
$214K 0.02%
885
-610
5 6 7
8
9