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
1
$18.7M 2.85%
143,476
-1,505
2
$17.5M 2.68%
235,392
-1,225
3
$17.5M 2.67%
218,478
-960
4
$16.3M 2.49%
179,093
-1,230
5
$14.8M 2.27%
385,220
-3,748
6
$14.7M 2.25%
132,230
-1,826
7
$14.6M 2.23%
164,062
-3,906
8
$14.6M 2.22%
199,297
-1,286
9
$13.5M 2.06%
164,553
-5,076
10
$13.1M 2%
71,235
-282
11
$13M 1.99%
83,167
-1,480
12
$13M 1.98%
362,505
+3,950
13
$12.8M 1.96%
86,723
-859
14
$12.7M 1.95%
72,600
-172
15
$12.6M 1.92%
114,863
-1,285
16
$12.3M 1.88%
284,067
+5,521
17
$12.3M 1.87%
64,097
-805
18
$12M 1.83%
315,061
+2,730
19
$11.9M 1.81%
214,933
-3,467
20
$11.7M 1.79%
78,873
+1,403
21
$11.5M 1.76%
97,787
-1,512
22
$11.1M 1.69%
143,754
-20,795
23
$11M 1.68%
115,155
-970
24
$9.87M 1.51%
30,783
-1,110
25
$9.62M 1.47%
83,024
-3,804
1
2 3 4 5