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
1
$63.8M 5.9%
226,333
-1,280
2
$51.6M 4.78%
364,916
-8,576
3
$39.7M 3.67%
195,795
-3,711
4
$25.4M 2.35%
157,397
+56
5
$25.1M 2.33%
179,845
-1,074
6
$25.1M 2.32%
109,777
-3,148
7
$24.8M 2.29%
170,811
-663
8
$23.4M 2.17%
117,195
-1,967
9
$21.7M 2.01%
412,785
+8,795
10
$21M 1.95%
48,843
+1,175
11
$21M 1.94%
177,678
-3,417
12
$20.9M 1.93%
127,656
-1,406
13
$20.8M 1.93%
86,472
+336
14
$20.1M 1.86%
83,949
+86
15
$19.7M 1.82%
130,700
-834
16
$19M 1.76%
376,358
+17,634
17
$18.8M 1.74%
68,855
-2,717
18
$18M 1.66%
86,929
-844
19
$17.8M 1.64%
333,687
-4,970
20
$17.2M 1.59%
197,584
-3,214
21
$17.2M 1.59%
78,511
+511
22
$17.1M 1.58%
158,534
-571
23
$16.1M 1.49%
120,660
-3,600
24
$15.9M 1.47%
291,892
-970
25
$14.8M 1.37%
202,165
-2,079
1
2 3 4 5