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
$654M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$1.01M
3
+$390K
4
BKR icon
Baker Hughes
BKR
+$379K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$263K

Top Sells

1
+$5.11M
2
+$1.6M
3
+$801K
4
BHI
Baker Hughes
BHI
+$604K
5
GE icon
GE Aerospace
GE
+$441K

Sector Composition

1 Technology 13.11%
2 Industrials 12.58%
3 Healthcare 12.54%
4 Financials 12.22%
5 Consumer Staples 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.29M 1.42%
198,012
-1,510
27
$9.26M 1.41%
178,575
-1,248
28
$9.11M 1.39%
170,675
-295
29
$8.85M 1.35%
35,003
+1,040
30
$8.63M 1.32%
65,222
-1,508
31
$8.16M 1.25%
168,822
-1,010
32
$8.03M 1.23%
162,274
-1,884
33
$7.94M 1.21%
86,380
+105
34
$7.57M 1.16%
168,275
-650
35
$7.53M 1.15%
223,838
-2,151
36
$7.24M 1.11%
244,863
+1,945
37
$7.2M 1.1%
134,290
-2,040
38
$7.06M 1.08%
162,004
+5,720
39
$6.99M 1.07%
118,389
-1,045
40
$6.96M 1.06%
54,138
+550
41
$6.52M 1%
89,459
-11,000
42
$6.45M 0.99%
190,539
-2,554
43
$6.31M 0.96%
75,937
-35
44
$6.18M 0.94%
44,525
-701
45
$6.14M 0.94%
97,787
-790
46
$5.89M 0.9%
42,158
+39,804
47
$5.7M 0.87%
40,007
-5
48
$5.55M 0.85%
56,265
+871
49
$5.39M 0.82%
110,720
+4,060
50
$5.19M 0.79%
105,561
-1,145
1
2
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