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
51
$7.37M 0.68%
142,394
-3,577
52
$7.15M 0.66%
44,168
-898
53
$6.77M 0.63%
109,273
+222
54
$6.63M 0.61%
50,069
+1,059
55
$6.42M 0.59%
84,890
-3,702
56
$6.41M 0.59%
19,120
+21
57
$6.01M 0.56%
70,883
-2,595
58
$5.71M 0.53%
12,712
-717
59
$5.49M 0.51%
44,376
-85
60
$5.39M 0.5%
264,048
-19,687
61
$5.36M 0.5%
35,913
+70
62
$5.26M 0.49%
27,382
+2,252
63
$4.98M 0.46%
77,385
+135
64
$4.61M 0.43%
45,238
+1,460
65
$4.58M 0.42%
77,471
+66
66
$4.26M 0.39%
51,779
-765
67
$4.2M 0.39%
68,011
-46
68
$3.8M 0.35%
70,112
+459
69
$3.73M 0.35%
50,244
-2,100
70
$3.44M 0.32%
74,124
-5,085
71
$3.35M 0.31%
155,570
+18,500
72
$3.29M 0.3%
64,644
+2,650
73
$3.1M 0.29%
45,773
+5,489
74
$3.09M 0.29%
9,656
-288
75
$2.72M 0.25%
23,427
+215
1 2
3
4 5