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
151
$248K 0.04%
5,595
152
$245K 0.04%
2,012
+57
153
$245K 0.04%
2,722
-35
154
$242K 0.04%
1,665
155
$239K 0.04%
4,288
156
$232K 0.04%
1,030
157
$225K 0.03%
2,000
158
$223K 0.03%
+3,675
159
$222K 0.03%
2,427
160
$216K 0.03%
1,804
161
$212K 0.03%
2,220
-50
162
$210K 0.03%
2,000
163
$209K 0.03%
5,700
-264
164
$129K 0.02%
5,400
-1,192
165
– –
-6,014
166
– –
-63,338
167
– –
-11,085
3 4 5 6
7