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
76
$1.72M 0.38%
+30,000
77
$1.64M 0.36%
+48,049
78
$1.57M 0.35%
+34,920
79
$1.53M 0.34%
+17,668
80
$1.44M 0.32%
+31,650
81
$1.36M 0.3%
+21,784
82
$1.36M 0.3%
+33,167
83
$1.28M 0.28%
+28,852
84
$1.26M 0.28%
+20,694
85
$1.24M 0.27%
+35,469
86
$1.18M 0.26%
+34,461
87
$1.15M 0.25%
+21,619
88
$960K 0.21%
+24,934
89
$952K 0.21%
+33,926
90
$913K 0.2%
+21,223
91
$913K 0.2%
+29,415
92
$746K 0.16%
+58,022
93
$710K 0.16%
+6,425
94
$600K 0.13%
+9,501
95
$564K 0.12%
+8,804
96
$509K 0.11%
+6,998
97
$506K 0.11%
+15,700
98
$505K 0.11%
+8,349
99
$494K 0.11%
+10,300
100
$484K 0.11%
+9,560
2 3
4
5 6