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
126
$419K 0.07%
16,297
-1,200
127
$412K 0.06%
5,960
128
$387K 0.06%
4,488
-558
129
$384K 0.06%
9,000
130
$382K 0.06%
8,228
-200
131
$380K 0.06%
5,060
+60
132
$378K 0.06%
7,000
133
$375K 0.06%
5,822
+1,000
134
$305K 0.05%
11,125
-1,860
135
$305K 0.05%
14,924
+1
136
$303K 0.05%
3,014
-332
137
$303K 0.05%
2,729
+700
138
$298K 0.05%
2,455
+443
139
$276K 0.04%
4,234
140
$275K 0.04%
1,782
+97
141
$270K 0.04%
3,508
+48
142
$269K 0.04%
+5,897
143
$267K 0.04%
3,895
-1,405
144
$259K 0.04%
1,125
-1,290
145
$259K 0.04%
6,655
+1
146
$257K 0.04%
2,000
147
$255K 0.04%
10,346
148
$252K 0.04%
5,792
+92
149
$246K 0.04%
7,920
+720
150
$234K 0.04%
2,500
3 4 5
6
7