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
126
$424K 0.06%
5,550
-330
127
$421K 0.06%
3,437
-137
128
$420K 0.06%
11,632
-368
129
$415K 0.06%
6,300
130
$410K 0.06%
4,600
131
$406K 0.06%
2,071
-100
132
$403K 0.06%
3,694
+14
133
$379K 0.06%
+10,360
134
$372K 0.06%
4,428
-886
135
$355K 0.05%
24,148
-6,979
136
$339K 0.05%
6,554
137
$320K 0.05%
4,503
+35
138
$309K 0.05%
2,210
-350
139
$297K 0.05%
4,032
140
$292K 0.04%
2,519
-50
141
$286K 0.04%
2,400
-45
142
$279K 0.04%
13,957
-2,050
143
$271K 0.04%
4,302
-33
144
$270K 0.04%
5,329
-383
145
$268K 0.04%
3,907
146
$266K 0.04%
3,460
147
$261K 0.04%
10,302
148
$260K 0.04%
14,376
149
$251K 0.04%
4,184
150
$249K 0.04%
3,931
3 4 5
6
7