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
$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
176
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192
$0 ﹤0.01%
+12,000
4 5 6 7
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