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
76
$1.44M 0.23%
19,803
+891
77
$1.44M 0.22%
10,189
+227
78
$1.31M 0.2%
13,701
+375
79
$1.3M 0.2%
24,901
-750
80
$1.11M 0.17%
17,861
+2,192
81
$1.11M 0.17%
27,800
+19,112
82
$1.11M 0.17%
5,841
+975
83
$1.09M 0.17%
17,032
-548
84
$1.08M 0.17%
28,717
-2,872
85
$993K 0.16%
13,996
+300
86
$979K 0.15%
2,491
+182
87
$977K 0.15%
37,211
-6,729
88
$970K 0.15%
46,854
+34,680
89
$964K 0.15%
40,458
+13,775
90
$962K 0.15%
23,721
-19,120
91
$953K 0.15%
23,115
-675
92
$927K 0.14%
8,363
-435
93
$891K 0.14%
10,304
+933
94
$867K 0.14%
13,823
-351
95
$862K 0.13%
14,375
+1,365
96
$807K 0.13%
13,726
-2,457
97
$765K 0.12%
33,950
-7,310
98
$665K 0.1%
14,325
-350
99
$657K 0.1%
5,022
-107
100
$651K 0.1%
20,625
-12,040
2 3
4
5 6