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
$870M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.08M
3
+$1.07M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$942K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$915K

Top Sells

1
+$733K
2
+$577K
3
+$470K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$310K
5
LOW icon
Lowe's Companies
LOW
+$289K

Sector Composition

1 Technology 19.78%
2 Healthcare 12.49%
3 Consumer Staples 10.85%
4 Consumer Discretionary 10.23%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.5M 5.69%
235,325
-2,742
2
$45M 5.18%
388,971
-6,333
3
$33.4M 3.84%
201,582
-1,740
4
$25.4M 2.92%
182,870
-1,830
5
$23.2M 2.67%
155,779
-444
6
$21.6M 2.49%
172,397
-1,676
7
$19.8M 2.28%
182,316
-1,453
8
$19.1M 2.2%
86,988
-417
9
$18.6M 2.14%
81,810
+1,366
10
$18.5M 2.13%
133,579
-666
11
$18.4M 2.12%
116,861
+590
12
$17.5M 2.01%
338,164
+7,434
13
$16.9M 1.94%
87,310
-1,025
14
$16.8M 1.93%
120,580
+2,961
15
$15.5M 1.78%
46,185
-923
16
$15.4M 1.77%
194,729
+6,859
17
$15.4M 1.77%
72,120
-144
18
$14.8M 1.71%
400,485
+540
19
$14.1M 1.62%
160,858
+121
20
$13.9M 1.59%
338,824
+7,075
21
$12.4M 1.43%
129,181
+2,612
22
$12.3M 1.42%
61,678
+117
23
$12.3M 1.41%
57,278
-223
24
$12.1M 1.39%
80,643
-938
25
$12M 1.38%
201,720
-2,452
1
2 3 4 5