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
$455M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.8M
3
+$13M
4
PEP icon
PepsiCo
PEP
+$12.1M
5
RTX icon
RTX Corp
RTX
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.86%
2 Industrials 12.33%
3 Consumer Staples 12.33%
4 Energy 11.28%
5 Healthcare 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.59M 0.79%
+56,329
52
$3.49M 0.77%
+44,965
53
$3.43M 0.75%
+47,866
54
$3.43M 0.75%
+14,755
55
$3.31M 0.73%
+39,103
56
$3.22M 0.71%
+33,776
57
$3.04M 0.67%
+1,652
58
$2.97M 0.65%
+263,394
59
$2.93M 0.64%
+47,216
60
$2.75M 0.6%
+32,538
61
$2.72M 0.6%
+60,862
62
$2.63M 0.58%
+31,816
63
$2.46M 0.54%
+47,831
64
$2.43M 0.53%
+31,153
65
$2.35M 0.52%
+48,890
66
$2.32M 0.51%
+26,850
67
$2.14M 0.47%
+41,171
68
$2.09M 0.46%
+26,962
69
$1.98M 0.43%
+24,302
70
$1.95M 0.43%
+37,472
71
$1.92M 0.42%
+33,445
72
$1.9M 0.42%
+48,434
73
$1.9M 0.42%
+11,863
74
$1.73M 0.38%
+20,098
75
$1.72M 0.38%
+42,187
1 2
3
4 5