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
$1.08B
AUM Growth
-$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$818K
3
+$599K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K
5
CSX icon
CSX Corp
CSX
+$466K

Top Sells

1
+$1.21M
2
+$753K
3
+$742K
4
TGT icon
Target
TGT
+$720K
5
AOS icon
A.O. Smith
AOS
+$627K

Sector Composition

1 Technology 19.89%
2 Healthcare 11.18%
3 Financials 10.49%
4 Industrials 10.42%
5 Consumer Staples 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 1.34%
60,332
+670
27
$14.1M 1.31%
240,645
+1,573
28
$13.8M 1.28%
168,689
+9,988
29
$13.1M 1.22%
63,021
-300
30
$12.6M 1.17%
86,228
-172
31
$12.3M 1.13%
142,634
+1,739
32
$12M 1.11%
70,728
+611
33
$11.7M 1.08%
114,947
+5,903
34
$11.2M 1.03%
187,968
-3,430
35
$11M 1.02%
204,201
+717
36
$10.5M 0.97%
31,847
-276
37
$10.2M 0.94%
236,666
+1,060
38
$10.1M 0.94%
94,016
-1,100
39
$9.47M 0.88%
180,520
+1,950
40
$9.46M 0.88%
73,365
-1,809
41
$9.23M 0.85%
73,645
-28
42
$9.13M 0.84%
35,638
+1,247
43
$9.06M 0.84%
21,119
-465
44
$8.79M 0.81%
149,429
-2
45
$8.7M 0.8%
174,000
-4,284
46
$8.61M 0.8%
91,423
-493
47
$8.42M 0.78%
82,748
+1,331
48
$8.14M 0.75%
29,113
-1,205
49
$8.1M 0.75%
46,712
-216
50
$7.39M 0.68%
55,626
+1,459
1
2
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