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
$987M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$495K
3
+$359K
4
TFC icon
Truist Financial
TFC
+$324K
5
BLK icon
Blackrock
BLK
+$297K

Top Sells

1
+$1.27M
2
+$1.19M
3
+$1.02M
4
T icon
AT&T
T
+$916K
5
BDX icon
Becton Dickinson
BDX
+$719K

Sector Composition

1 Technology 19.59%
2 Healthcare 13.36%
3 Consumer Staples 10.41%
4 Industrials 9.95%
5 Financials 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 1.32%
77,132
+209
27
$13M 1.32%
169,201
-16,525
28
$13M 1.31%
118,960
+460
29
$12.9M 1.31%
246,869
+675
30
$12.7M 1.29%
148,439
-1,565
31
$12.7M 1.28%
296,998
+2,940
32
$11.8M 1.19%
248,305
+6,831
33
$11.5M 1.17%
226,753
+5,653
34
$11.2M 1.14%
178,604
+533
35
$10.1M 1.02%
65,578
+370
36
$9.5M 0.96%
87,784
+458
37
$9.39M 0.95%
47,772
+245
38
$9.3M 0.94%
72,841
+9
39
$9.1M 0.92%
94,274
+13
40
$8.91M 0.9%
37,057
+262
41
$8.63M 0.87%
31,463
+182
42
$8.59M 0.87%
186,729
-1,500
43
$7.79M 0.79%
55,166
+490
44
$7.7M 0.78%
107,905
+1,420
45
$7.6M 0.77%
84,703
+2,978
46
$7.35M 0.75%
77,890
+1,564
47
$7.3M 0.74%
91,743
+58
48
$7.3M 0.74%
80,078
-917
49
$7.1M 0.72%
28,874
-395
50
$6.92M 0.7%
18,337
-1,219
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