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
51
$4.49M 0.7%
102,124
-1,168
52
$4.37M 0.68%
29,288
+5
53
$4.27M 0.67%
39,588
+53
54
$3.95M 0.62%
52,293
+1,270
55
$3.93M 0.61%
15,717
+1,607
56
$3.69M 0.58%
29,053
+1,697
57
$3.55M 0.56%
68,326
-41
58
$3.51M 0.55%
60,183
+681
59
$3.42M 0.53%
60,021
-498
60
$3.36M 0.52%
50,264
+33,411
61
$3.09M 0.48%
62,556
+34,856
62
$3.06M 0.48%
46,700
+2,799
63
$3.05M 0.48%
20,446
-363
64
$2.74M 0.43%
49,750
-2,355
65
$2.59M 0.4%
48,133
+415
66
$2.43M 0.38%
67,427
-6,910
67
$2.28M 0.36%
48,469
+1,178
68
$2.27M 0.36%
34,055
+3,440
69
$2.21M 0.35%
23,062
+81
70
$2.14M 0.33%
52,111
-485
71
$2.12M 0.33%
34,234
+380
72
$1.98M 0.31%
54,596
-11,207
73
$1.95M 0.3%
37,130
-1,085
74
$1.88M 0.29%
9,203
-34
75
$1.69M 0.26%
35,407
+2,622
1 2
3
4 5