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
1
$23.7M 3.7%
233,041
-2,023
2
$19M 2.97%
147,107
+2,040
3
$18.7M 2.93%
202,593
-4,669
4
$16.9M 2.65%
76,978
-105
5
$16.1M 2.52%
175,584
+343
6
$14.9M 2.33%
317,287
+912
7
$14.7M 2.3%
112,168
-1,114
8
$14.6M 2.29%
132,341
+304
9
$14.6M 2.28%
82,109
-422
10
$14.4M 2.26%
70,679
-345
11
$14.3M 2.23%
154,673
-1,361
12
$14.1M 2.2%
357,480
+836
13
$13.3M 2.07%
197,813
+299
14
$12.8M 1.99%
172,026
-80
15
$12.3M 1.93%
170,746
+564
16
$12.1M 1.89%
169,604
+5,183
17
$11.9M 1.86%
357,995
+3,765
18
$11.7M 1.83%
73,658
+25
19
$11.2M 1.75%
114,921
+870
20
$11.1M 1.74%
87,803
+413
21
$11M 1.72%
161,162
+8,725
22
$10.8M 1.68%
290,245
+522
23
$10.7M 1.67%
97,977
+57
24
$10.6M 1.66%
79,208
+1,221
25
$9.93M 1.55%
229,160
+2,745
1
2 3 4 5