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
$685M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$826K
3
+$685K
4
CSCO icon
Cisco
CSCO
+$678K
5
ECL icon
Ecolab
ECL
+$661K

Top Sells

1
+$1.57M
2
+$1.54M
3
+$536K
4
GE icon
GE Aerospace
GE
+$472K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$416K

Sector Composition

1 Technology 19.09%
2 Healthcare 13.72%
3 Consumer Staples 10.92%
4 Financials 9.55%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.6M 1.4%
84,076
+3,485
27
$9.46M 1.38%
82,653
-1,490
28
$9.26M 1.35%
59,404
+4,242
29
$8.31M 1.21%
56,903
-337
30
$7.77M 1.13%
107,202
+3,785
31
$7.67M 1.12%
173,329
+287
32
$7.29M 1.06%
125,400
+3,620
33
$7.21M 1.05%
232,671
+7,727
34
$7.16M 1.05%
325,267
+1,848
35
$7.13M 1.04%
86,792
+3,960
36
$7.12M 1.04%
230,725
+7,567
37
$7.03M 1.03%
93,181
+7,716
38
$6.82M 1%
70,639
+4,482
39
$6.51M 0.95%
72,167
+3,950
40
$6.3M 0.92%
219,461
+2,690
41
$6.21M 0.91%
163,585
-278
42
$6.09M 0.89%
30,504
+949
43
$6.02M 0.88%
32,242
+1,822
44
$5.97M 0.87%
90,039
-786
45
$5.93M 0.87%
176,721
+543
46
$5.84M 0.85%
45,695
+325
47
$5.83M 0.85%
107,742
+44
48
$5.64M 0.82%
80,684
+1,423
49
$5.59M 0.82%
162,324
+18,770
50
$5.43M 0.79%
51,168
+6,463
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