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
176
$294K 0.03%
1,942
177
$290K 0.03%
987
-15
178
$288K 0.03%
2,798
179
$282K 0.03%
1,324
+1
180
$280K 0.03%
3,420
+110
181
$279K 0.03%
6,628
-132
182
$278K 0.03%
24,016
-1,000
183
$274K 0.03%
4,994
184
$271K 0.03%
1,175
-95
185
$270K 0.03%
5,188
+300
186
$262K 0.02%
1,550
+250
187
$254K 0.02%
1,049
188
$249K 0.02%
2,505
189
$244K 0.02%
4,850
190
$241K 0.02%
3,437
191
$235K 0.02%
1,465
-10
192
$221K 0.02%
15,482
193
$215K 0.02%
3,074
-20
194
$209K 0.02%
3,267
-25
195
$205K 0.02%
6,552
196
$24K ﹤0.01%
1,226
197
– –
-8,700
198
– –
-700
199
– –
-1,095
200
– –
-2,495
5 6 7
8
9