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
$685M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$826K
3
+$685K
4
CSCO icon
Cisco
CSCO
+$678K
5
ECL icon
Ecolab
ECL
+$661K

Top Sells

1
+$1.57M
2
+$1.54M
3
+$536K
4
GE icon
GE Aerospace
GE
+$472K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$416K

Sector Composition

1 Technology 19.09%
2 Healthcare 13.72%
3 Consumer Staples 10.92%
4 Financials 9.55%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$668K 0.1%
21,605
-625
102
$668K 0.1%
2,727
103
$666K 0.1%
12,236
-68
104
$641K 0.09%
3,700
105
$641K 0.09%
+11,425
106
$637K 0.09%
18,672
-4,159
107
$626K 0.09%
29,850
+4,600
108
$623K 0.09%
2,500
-53
109
$576K 0.08%
11,498
-10
110
$565K 0.08%
5,800
-3,980
111
$564K 0.08%
17,284
-105
112
$550K 0.08%
13,050
-825
113
$527K 0.08%
20,568
-1,820
114
$514K 0.08%
24,450
+2,450
115
$502K 0.07%
9,920
+1,350
116
$501K 0.07%
11,564
117
$498K 0.07%
4,318
118
$498K 0.07%
20,408
-657
119
$491K 0.07%
3,480
+362
120
$476K 0.07%
3,213
-272
121
$472K 0.07%
6,423
-300
122
$443K 0.06%
4,434
+200
123
$432K 0.06%
10,009
+1,956
124
$406K 0.06%
4,545
+1,585
125
$403K 0.06%
4,884
3 4
5
6 7