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
$1.02B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.29M
3
+$966K
4
MSFT icon
Microsoft
MSFT
+$665K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$599K

Top Sells

1
+$2.46M
2
+$2.44M
3
+$1.78M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.95%
3 Industrials 11.06%
4 Consumer Staples 10.53%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.6M 5.27%
223,710
+2,773
2
$45.4M 4.46%
349,282
+2,038
3
$36.9M 3.62%
185,160
-175
4
$28.4M 2.78%
118,733
+240
5
$27.9M 2.74%
158,197
+2,826
6
$26.9M 2.64%
177,257
+1,620
7
$24.5M 2.41%
151,841
-427
8
$23.2M 2.28%
128,426
+1,154
9
$22.6M 2.22%
85,723
+585
10
$21.5M 2.11%
69,664
+277
11
$21.1M 2.07%
82,945
+569
12
$20.5M 2.01%
174,815
+2,944
13
$20.1M 1.98%
52,382
+3,356
14
$19.7M 1.94%
89,514
+768
15
$19.7M 1.93%
406,670
-275
16
$19.6M 1.93%
178,656
+1,358
17
$19.6M 1.92%
109,198
-412
18
$17.6M 1.73%
131,429
+2,348
19
$16.5M 1.62%
110,543
-522
20
$16.4M 1.61%
201,083
+1,368
21
$15.7M 1.55%
142,767
-1,112
22
$15.6M 1.53%
371,350
+158
23
$15M 1.47%
148,387
+3,068
24
$14.5M 1.43%
304,909
+5,837
25
$14.5M 1.42%
58,781
+736
1
2 3 4 5