KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$705K
3
+$671K
4
NDAQ icon
Nasdaq
NDAQ
+$443K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$366K

Top Sells

1
+$2.11M
2
+$1.26M
3
+$615K
4
WFC icon
Wells Fargo
WFC
+$570K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$535K

Sector Composition

1 Technology 19.15%
2 Healthcare 11.79%
3 Industrials 11.18%
4 Financials 10.2%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$40K ﹤0.01%
1,226
202
– –
-1,018
203
– –
-13,875
204
– –
-7,180
205
– –
-11,200
5 6 7 8
9