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
$1.03B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$740K
3
+$420K
4
JPM icon
JPMorgan Chase
JPM
+$401K
5
QCOM icon
Qualcomm
QCOM
+$385K

Top Sells

1
+$2.75M
2
+$1.26M
3
+$679K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$630K
5
AAPL icon
Apple
AAPL
+$561K

Sector Composition

1 Technology 23.01%
2 Healthcare 11.08%
3 Industrials 10.56%
4 Consumer Staples 9.92%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.8M 6.85%
224,135
+121
2
$59.5M 5.76%
347,487
-3,277
3
$37.5M 3.63%
180,618
-1,017
4
$28.5M 2.75%
118,346
-675
5
$26.3M 2.54%
179,978
+1,697
6
$24.4M 2.36%
69,677
-83
7
$23.2M 2.24%
54,003
+628
8
$22.9M 2.22%
86,924
+905
9
$22.5M 2.17%
150,639
-1,192
10
$21.9M 2.12%
140,842
-17,634
11
$21.8M 2.11%
128,870
+794
12
$21.7M 2.09%
204,401
+3,313
13
$21.4M 2.07%
82,838
-38
14
$20.9M 2.02%
90,636
+618
15
$20.4M 1.97%
408,275
-550
16
$19.7M 1.91%
135,787
+2,767
17
$18.7M 1.81%
110,953
+746
18
$17.7M 1.71%
182,784
+547
19
$17.1M 1.66%
179,131
+3,391
20
$17.1M 1.65%
130,339
+155
21
$16.6M 1.61%
141,520
+395
22
$16.4M 1.59%
304,847
-145
23
$16.3M 1.58%
373,689
+1,917
24
$13.5M 1.31%
76,647
-199
25
$12M 1.16%
108,326
-1,612
1
2 3 4 5