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
151
$412K 0.04%
1,850
+22
152
$407K 0.04%
14,869
+1
153
$406K 0.04%
3,157
+7
154
$400K 0.04%
7,675
-320
155
$397K 0.04%
7,625
156
$394K 0.04%
14,402
157
$383K 0.04%
4,732
158
$380K 0.04%
18,340
-3,740
159
$375K 0.03%
3,680
+55
160
$365K 0.03%
10,269
-525
161
$362K 0.03%
5,725
-2,000
162
$360K 0.03%
3,000
163
$357K 0.03%
1,004
+4
164
$355K 0.03%
5,932
+1
165
$351K 0.03%
2,457
-17
166
$348K 0.03%
2,321
-25
167
$340K 0.03%
200
168
$329K 0.03%
1,900
169
$319K 0.03%
1,098
+241
170
$315K 0.03%
2,856
+103
171
$303K 0.03%
1,428
-37
172
$303K 0.03%
3,535
173
$303K 0.03%
1,166
+9
174
$303K 0.03%
767
-46
175
$302K 0.03%
890
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7
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