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
$1.14B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$848K
4
AMZN icon
Amazon
AMZN
+$593K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$520K

Top Sells

1
+$1.7M
2
+$630K
3
+$563K
4
IEV icon
iShares Europe ETF
IEV
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.14%
3 Financials 10.25%
4 Industrials 10.2%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69M 6.06%
223,739
+1,112
2
$62.3M 5.47%
356,863
-1,086
3
$38.9M 3.42%
192,554
+813
4
$27.9M 2.45%
157,264
+729
5
$27.3M 2.4%
178,726
+302
6
$27M 2.37%
118,660
+1,637
7
$25.2M 2.22%
155,573
+247
8
$24.5M 2.15%
69,437
+764
9
$23.6M 2.07%
111,269
+296
10
$22.9M 2.01%
170,003
+2,053
11
$22.2M 1.95%
85,375
+1,482
12
$22M 1.93%
409,770
+1,585
13
$21.7M 1.91%
129,610
+973
14
$21.3M 1.87%
86,304
+590
15
$21.1M 1.86%
46,571
+239
16
$21M 1.85%
177,686
+2,692
17
$18.6M 1.63%
88,651
+2,292
18
$18.3M 1.6%
112,210
-33
19
$18.2M 1.6%
378,582
-633
20
$17.6M 1.55%
129,080
+2,579
21
$17.4M 1.53%
351,862
+24,827
22
$17.4M 1.53%
204,704
+1,099
23
$16.9M 1.48%
59,202
-408
24
$16.5M 1.45%
199,932
+2,226
25
$16.5M 1.45%
118,500
+520
1
2 3 4 5