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
51
$6.76M 0.69%
50,040
-127
52
$6.6M 0.67%
82,406
-1,699
53
$6.43M 0.65%
69,397
-527
54
$6.41M 0.65%
153,980
-12,861
55
$6.32M 0.64%
13,179
-246
56
$5.71M 0.58%
74,118
-336
57
$5.33M 0.54%
29,828
+314
58
$5.23M 0.53%
17,456
+40
59
$4.95M 0.5%
138,923
-4,050
60
$4.67M 0.47%
44,792
-1,342
61
$4.59M 0.47%
36,097
+606
62
$4.52M 0.46%
45,621
-1,507
63
$4.39M 0.44%
86,319
+3,255
64
$4.17M 0.42%
66,361
-2,230
65
$3.83M 0.39%
42,624
-1,309
66
$3.8M 0.39%
76,161
-3,183
67
$3.58M 0.36%
45,740
+762
68
$3.54M 0.36%
50,045
-507
69
$3.46M 0.35%
163,520
-8,300
70
$3.33M 0.34%
72,587
+1,970
71
$3.31M 0.33%
157,697
-43,727
72
$2.94M 0.3%
49,879
-324
73
$2.7M 0.27%
51,561
-1,566
74
$2.66M 0.27%
9,591
-52
75
$2.57M 0.26%
19,343
+155
1 2
3
4 5