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
151
$234K 0.04%
727
+35
152
$232K 0.04%
3,004
153
$230K 0.04%
1,027
154
$223K 0.03%
5,231
-400
155
$222K 0.03%
2,577
+150
156
$221K 0.03%
16,716
157
$209K 0.03%
1,940
-100
158
$208K 0.03%
4,300
+350
159
$203K 0.03%
4,460
+50
160
– –
-2,360
161
– –
-3,815
162
– –
-3,697
163
– –
-2,055
164
– –
-2,126
165
– –
-1,030
166
– –
-3,963
167
– –
-5,623
168
– –
-2,400
169
– –
-5,935
3 4 5 6
7