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
76
$1.93M 0.29%
33,984
-886
77
$1.89M 0.29%
29,500
+15,675
78
$1.78M 0.27%
29,781
-1,200
79
$1.68M 0.26%
33,165
-697
80
$1.57M 0.24%
9,586
+200
81
$1.54M 0.24%
41,996
+270
82
$1.5M 0.23%
19,342
-1,037
83
$1.45M 0.22%
19,591
-2,214
84
$1.41M 0.22%
10,422
-14
85
$1.32M 0.2%
19,240
-2,185
86
$1.3M 0.2%
10,083
-355
87
$1.23M 0.19%
13,557
-25
88
$1.22M 0.19%
16,022
+150
89
$1.21M 0.18%
26,051
-905
90
$1.17M 0.18%
25,465
-1,125
91
$1.16M 0.18%
19,042
-681
92
$1.07M 0.16%
2,388
-51
93
$1M 0.15%
46,269
-830
94
$984K 0.15%
5,266
+2,089
95
$932K 0.14%
19,085
-265
96
$922K 0.14%
25,815
-340
97
$892K 0.14%
16,305
+75
98
$884K 0.14%
7,069
-40
99
$815K 0.12%
25,190
+1,040
100
$780K 0.12%
12,475
+425
2 3
4
5 6