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
76
$2.69M 0.25%
49,201
+1,282
77
$2.65M 0.25%
125,600
-2,500
78
$2.38M 0.22%
19,614
-70
79
$2.3M 0.21%
37,775
+625
80
$2.19M 0.2%
17,191
+70
81
$2.08M 0.19%
12,417
+28
82
$2.04M 0.19%
18,668
+1,091
83
$2.02M 0.19%
12,931
+375
84
$1.95M 0.18%
12,560
-119
85
$1.92M 0.18%
37,087
+25
86
$1.89M 0.17%
14,749
-1,710
87
$1.83M 0.17%
30,135
-1,046
88
$1.83M 0.17%
41,059
-1,000
89
$1.78M 0.16%
37,263
-2,055
90
$1.74M 0.16%
4,866
+543
91
$1.68M 0.16%
22,361
-2,001
92
$1.65M 0.15%
43,856
+150
93
$1.61M 0.15%
25,067
-303
94
$1.59M 0.15%
1,892
+76
95
$1.58M 0.15%
29,966
-310
96
$1.5M 0.14%
16,324
+1,341
97
$1.41M 0.13%
47,586
-3,789
98
$1.34M 0.12%
2,344
-9
99
$1.3M 0.12%
43,749
+15,660
100
$1.3M 0.12%
59,850
+14,050
2 3
4
5 6