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
$1.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.25M
3
+$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$621K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K

Top Sells

1
+$823K
2
+$779K
3
+$366K
4
IAU icon
iShares Gold Trust
IAU
+$174K
5
XOM icon
Exxon Mobil
XOM
+$171K

Sector Composition

1 Technology 19.56%
2 Healthcare 11.36%
3 Industrials 10.98%
4 Financials 10.27%
5 Consumer Staples 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.7M 5.65%
227,613
-2,874
2
$51.2M 4.69%
373,492
+2,531
3
$38.7M 3.55%
199,506
-495
4
$27.3M 2.5%
112,925
-1,516
5
$26.5M 2.43%
171,474
+1,905
6
$25.9M 2.38%
157,341
+10
7
$24.4M 2.24%
180,919
-404
8
$23.7M 2.17%
119,162
+135
9
$21.7M 1.99%
403,990
-1,300
10
$21M 1.92%
181,095
+1,273
11
$20.5M 1.88%
47,668
-52
12
$20.1M 1.84%
129,062
+1,152
13
$19.9M 1.82%
83,863
+1,514
14
$19.9M 1.82%
86,136
-215
15
$19.9M 1.82%
71,572
+770
16
$19.6M 1.8%
87,773
-92
17
$19.5M 1.79%
131,534
-213
18
$19M 1.74%
338,657
+2,334
19
$18.5M 1.69%
358,724
+17,513
20
$17.9M 1.64%
159,105
-272
21
$17.9M 1.64%
78,000
+29
22
$15.8M 1.45%
59,662
+1,691
23
$15.6M 1.43%
200,798
-220
24
$15.5M 1.42%
292,862
+1,695
25
$15.2M 1.39%
124,260
-820
1
2 3 4 5