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
$640M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.72M
3
+$765K
4
CSX icon
CSX Corp
CSX
+$718K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$674K

Top Sells

1
+$775K
2
+$461K
3
+$431K
4
GE icon
GE Aerospace
GE
+$407K
5
TUP
Tupperware Brands Corporation
TUP
+$380K

Sector Composition

1 Technology 15.14%
2 Healthcare 13.97%
3 Financials 11.82%
4 Industrials 11.18%
5 Consumer Staples 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.86M 1.54%
39,180
+2,678
27
$9.42M 1.47%
204,383
-4,911
28
$9.31M 1.45%
165,533
+1,157
29
$9.06M 1.42%
209,181
+12,476
30
$8.98M 1.4%
60,059
+567
31
$8.14M 1.27%
196,472
+1,557
32
$8.12M 1.27%
179,935
-703
33
$8.06M 1.26%
170,267
+1,023
34
$7.87M 1.23%
53,436
-10
35
$7.29M 1.14%
110,240
-2,322
36
$7.15M 1.12%
65,176
+3,035
37
$7.11M 1.11%
84,997
-860
38
$6.36M 0.99%
139,155
-655
39
$6.31M 0.99%
165,555
+845
40
$6.23M 0.97%
119,180
+4,200
41
$5.96M 0.93%
276,557
-6,174
42
$5.7M 0.89%
76,487
+1,970
43
$5.54M 0.87%
92,751
-750
44
$5.26M 0.82%
40,739
+387
45
$5.21M 0.81%
87,479
+259
46
$5.04M 0.79%
55,354
-47
47
$4.88M 0.76%
42,871
-778
48
$4.79M 0.75%
27,903
-588
49
$4.75M 0.74%
29,682
+703
50
$4.56M 0.71%
41,995
-4,244
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