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
$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
126
$392K 0.06%
+48,216
127
$391K 0.06%
3,985
-59
128
$390K 0.06%
4,175
-315
129
$376K 0.05%
17,710
+1,232
130
$371K 0.05%
6,292
+155
131
$365K 0.05%
3,670
+246
132
$360K 0.05%
8,080
-100
133
$357K 0.05%
6,772
-299
134
$353K 0.05%
5,155
-71
135
$346K 0.05%
4,278
-61
136
$344K 0.05%
6,104
+2,425
137
$341K 0.05%
890
+190
138
$340K 0.05%
9,000
139
$339K 0.05%
9,947
-984
140
$338K 0.05%
22,566
+1,047
141
$338K 0.05%
2,096
+543
142
$333K 0.05%
3,000
143
$321K 0.05%
15,150
+2,650
144
$320K 0.05%
10,955
-4,902
145
$315K 0.05%
1,200
146
$314K 0.05%
8,295
-2,088
147
$308K 0.05%
5,610
-60
148
$304K 0.04%
2,826
149
$298K 0.04%
5,120
+1,580
150
$296K 0.04%
8,375
-175
4 5
6
7 8