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
$1.04B
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.31M
3
+$1.08M
4
MDT icon
Medtronic
MDT
+$675K
5
AMZN icon
Amazon
AMZN
+$588K

Top Sells

1
+$3.48M
2
+$927K
3
+$783K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$651K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$623K

Sector Composition

1 Technology 21.3%
2 Healthcare 11.73%
3 Industrials 10.83%
4 Consumer Staples 10.5%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.7M 6.2%
224,301
+591
2
$58M 5.56%
351,723
+2,441
3
$36.7M 3.51%
183,415
-1,745
4
$26.5M 2.54%
178,547
+1,290
5
$26.5M 2.54%
119,208
+475
6
$24.5M 2.35%
158,231
+34
7
$24.2M 2.32%
152,131
+290
8
$24M 2.3%
85,997
+274
9
$23.4M 2.24%
128,453
+27
10
$21.9M 2.1%
90,032
+518
11
$21.5M 2.06%
69,682
+18
12
$21.5M 2.06%
175,047
+232
13
$21.4M 2.05%
52,127
-255
14
$20.5M 1.97%
83,000
+55
15
$20.4M 1.95%
406,995
+325
16
$18.8M 1.8%
202,181
+1,098
17
$18.4M 1.76%
181,673
+3,017
18
$18.4M 1.76%
110,918
+375
19
$18M 1.73%
110,598
+1,400
20
$17.3M 1.66%
132,672
+1,243
21
$16.8M 1.61%
371,604
+254
22
$15.9M 1.52%
304,394
-515
23
$15.7M 1.51%
143,268
+501
24
$14.8M 1.41%
150,635
+2,248
25
$13.7M 1.32%
77,018
-168
1
2 3 4 5