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
1
$37.5M 5.47%
237,689
-290
2
$25.3M 3.69%
397,812
+12,988
3
$20.4M 2.97%
155,317
+846
4
$20.3M 2.97%
184,963
-823
5
$18M 2.63%
80,305
+2,616
6
$17.9M 2.62%
331,576
-1,012
7
$17.5M 2.55%
203,034
+2,032
8
$16.3M 2.37%
135,447
-13
9
$15.7M 2.3%
115,068
+1,618
10
$14.4M 2.11%
182,902
+1,349
11
$14.4M 2.1%
86,920
+1,757
12
$14.4M 2.1%
173,586
+6,128
13
$13.5M 1.97%
186,938
+3,278
14
$13M 1.9%
71,267
+446
15
$12.6M 1.83%
88,352
-289
16
$12.5M 1.82%
210,260
+3,237
17
$12.2M 1.78%
159,753
+1,974
18
$11.7M 1.7%
45,120
+3,638
19
$11.4M 1.67%
396,825
+16,635
20
$11M 1.61%
122,260
+1,671
21
$10.8M 1.57%
323,405
+3,516
22
$10.7M 1.57%
115,601
+3,517
23
$10.6M 1.54%
268,644
+17,258
24
$9.97M 1.46%
185,646
+4,727
25
$9.84M 1.44%
203,507
+10,601
1
2 3 4 5