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
51
$5.07M 0.77%
43,071
-245
52
$4.94M 0.76%
70,869
+1,566
53
$4.63M 0.71%
30,600
-290
54
$4.58M 0.7%
26,179
-305
55
$4.43M 0.68%
69,540
-692
56
$4.42M 0.68%
52,255
+590
57
$4.16M 0.64%
25,454
-308
58
$3.97M 0.61%
51,084
+210
59
$3.93M 0.6%
48,379
-1,020
60
$3.71M 0.57%
61,305
-272
61
$3.67M 0.56%
14,629
+585
62
$3.46M 0.53%
66,758
-356
63
$3.41M 0.52%
27,315
-531
64
$3.16M 0.48%
44,303
-250
65
$2.84M 0.43%
54,641
-6,341
66
$2.71M 0.41%
24,395
-119
67
$2.68M 0.41%
45,434
-1,625
68
$2.68M 0.41%
43,360
+309
69
$2.66M 0.41%
21,215
-210
70
$2.49M 0.38%
39,324
-1,668
71
$2.27M 0.35%
49,648
-410
72
$2.27M 0.35%
23,764
-2,356
73
$2.08M 0.32%
35,180
-420
74
$2.06M 0.31%
38,858
+2
75
$2.06M 0.31%
32,825
-950
1 2
3
4 5