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
101
$767K 0.12%
15,330
+175
102
$743K 0.11%
9,091
+965
103
$731K 0.11%
28,257
+980
104
$690K 0.11%
15,401
105
$675K 0.1%
4,397
-300
106
$655K 0.1%
13,985
107
$631K 0.1%
6,158
108
$569K 0.09%
6,073
-117
109
$545K 0.08%
4,535
110
$543K 0.08%
3,986
-721
111
$535K 0.08%
9,000
112
$532K 0.08%
10,520
-140
113
$527K 0.08%
16,785
-525
114
$511K 0.08%
6,600
+500
115
$505K 0.08%
14,559
-438
116
$499K 0.08%
2,626
117
$488K 0.07%
3,700
118
$472K 0.07%
8,746
+40
119
$470K 0.07%
1,440
-50
120
$466K 0.07%
11,459
-28
121
$465K 0.07%
5,994
+8
122
$463K 0.07%
7,738
123
$442K 0.07%
8,968
124
$428K 0.07%
2,735
125
$425K 0.06%
3,741
-41
3 4
5
6 7