KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$770K
3
+$695K
4
IAU icon
iShares Gold Trust
IAU
+$372K
5
AMZN icon
Amazon
AMZN
+$339K

Top Sells

1
+$1.84M
2
+$1.35M
3
+$1.02M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$743K
5
LOW icon
Lowe's Companies
LOW
+$680K

Sector Composition

1 Technology 19.99%
2 Healthcare 12.81%
3 Consumer Staples 10.34%
4 Industrials 10.01%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.5M 5.62%
220,937
-697
2
$48M 5.24%
347,244
-885
3
$34.8M 3.8%
185,335
-3,619
4
$26.8M 2.93%
118,493
-444
5
$25.4M 2.77%
155,371
-1,368
6
$22.2M 2.42%
175,637
-2,493
7
$20.8M 2.27%
127,272
-1,376
8
$20.4M 2.23%
152,268
-1,580
9
$19.6M 2.14%
85,138
-947
10
$18.5M 2.02%
69,387
+438
11
$18.4M 2%
82,376
-84
12
$17.8M 1.95%
406,945
-1,610
13
$17.6M 1.92%
49,026
+2,147
14
$17.2M 1.87%
177,298
-751
15
$16.5M 1.8%
111,065
-582
16
$16M 1.75%
88,746
-18
17
$15.7M 1.72%
109,610
-1,813
18
$14.3M 1.56%
171,871
+3,225
19
$14.2M 1.55%
205,174
-1,751
20
$13.5M 1.47%
371,192
-7,075
21
$13.5M 1.47%
129,081
-34
22
$12.6M 1.38%
76,587
-545
23
$12.6M 1.37%
143,879
-4,560
24
$12.2M 1.33%
199,715
-952
25
$12.2M 1.33%
58,045
-1,116
1
2 3 4 5