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
126
$645K 0.06%
14,564
-1,300
127
$635K 0.06%
2,859
+801
128
$633K 0.06%
10,992
+185
129
$625K 0.06%
13,449
+3,351
130
$615K 0.06%
7,867
-175
131
$614K 0.06%
16,148
132
$612K 0.06%
3,059
-3,018
133
$612K 0.06%
5,007
134
$599K 0.06%
1,772
135
$588K 0.05%
3,865
-174
136
$560K 0.05%
1,165
-10
137
$555K 0.05%
8,080
+625
138
$541K 0.05%
5,544
+26
139
$525K 0.05%
21,234
140
$514K 0.05%
892
+16
141
$498K 0.05%
3,504
-515
142
$495K 0.05%
4,403
143
$494K 0.05%
4,298
144
$487K 0.05%
1,706
+2
145
$483K 0.04%
2,468
+8
146
$461K 0.04%
1,179
-1,263
147
$437K 0.04%
8,673
-222
148
$437K 0.04%
2,659
149
$433K 0.04%
2,680
150
$427K 0.04%
4,740
4 5
6
7 8