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
101
$1.29M 0.12%
4,717
+120
102
$1.27M 0.12%
7,063
+78
103
$1.23M 0.11%
7,460
+860
104
$1.21M 0.11%
12,747
-110
105
$1.2M 0.11%
26,381
+100
106
$1.15M 0.11%
2,701
-9
107
$1.13M 0.1%
6,497
-60
108
$1.08M 0.1%
21,060
-50
109
$1.07M 0.1%
15,728
-397
110
$1.06M 0.1%
13,658
-2,944
111
$1.04M 0.1%
10,984
-32
112
$1.02M 0.09%
4,665
113
$955K 0.09%
5,531
-2
114
$952K 0.09%
8,298
115
$917K 0.08%
13,316
+50
116
$885K 0.08%
4,602
+17
117
$794K 0.07%
8,883
+98
118
$758K 0.07%
10,753
-197
119
$738K 0.07%
4,053
-9
120
$713K 0.07%
16,786
+1,982
121
$709K 0.07%
5,320
+20
122
$679K 0.06%
11,673
+340
123
$658K 0.06%
3,359
-18
124
$658K 0.06%
6,730
-2
125
$646K 0.06%
3,900
+200
3 4
5
6 7