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
101
$645K 0.1%
14,720
-150
102
$644K 0.1%
22,810
-330
103
$617K 0.1%
16,574
-5,332
104
$603K 0.09%
6,087
+2,880
105
$581K 0.09%
15,804
+3,490
106
$576K 0.09%
10,047
+4,700
107
$570K 0.09%
3,700
108
$566K 0.09%
6,342
+559
109
$558K 0.09%
2,126
110
$557K 0.09%
10,971
+2,000
111
$540K 0.08%
4,702
-100
112
$532K 0.08%
2,136
+15
113
$513K 0.08%
13,141
-785
114
$489K 0.08%
11,359
+6,314
115
$489K 0.08%
11,632
+204
116
$487K 0.08%
5,303
+71
117
$472K 0.07%
3,411
118
$471K 0.07%
9,860
119
$468K 0.07%
11,975
-20
120
$465K 0.07%
2,735
121
$461K 0.07%
9,132
+1,379
122
$436K 0.07%
1,440
123
$434K 0.07%
3,625
+150
124
$425K 0.07%
4,660
125
$424K 0.07%
4,350
3 4
5
6 7