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
$1.03B
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$695K
3
+$648K
4
NDAQ icon
Nasdaq
NDAQ
+$458K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$365K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$628K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$623K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$532K

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
1
$54.3M 5.29%
230,487
-5,439
2
$45.3M 4.41%
370,961
-16,441
3
$38M 3.7%
200,001
-2,384
4
$25.9M 2.52%
157,331
-2,053
5
$24.6M 2.39%
181,323
-1,491
6
$22.7M 2.21%
114,441
-1,766
7
$22.5M 2.19%
169,569
-3,713
8
$22.4M 2.18%
119,027
-1,863
9
$21.6M 2.1%
179,822
-3,237
10
$21.5M 2.1%
336,323
-5,303
11
$21.1M 2.05%
405,290
+35
12
$19.5M 1.9%
82,349
-111
13
$19.5M 1.9%
127,910
-2,244
14
$19.5M 1.89%
87,865
+90
15
$19.4M 1.88%
86,351
-828
16
$19M 1.85%
47,720
+297
17
$18.6M 1.81%
131,747
-2,872
18
$18.1M 1.76%
70,802
-1,795
19
$17.2M 1.68%
159,377
-2,441
20
$17.2M 1.68%
77,971
-2,819
21
$16.8M 1.63%
341,211
-3,833
22
$15.6M 1.52%
57,971
-1,203
23
$15.3M 1.49%
201,547
+3,116
24
$15.1M 1.47%
291,167
+23
25
$14.1M 1.37%
201,018
-860
1
2 3 4 5