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
76
$2.54M 0.26%
64,884
-4,430
77
$2.21M 0.22%
43,796
-5,285
78
$2.11M 0.21%
16,427
+129
79
$2.04M 0.21%
22,071
+803
80
$1.99M 0.2%
13,734
+263
81
$1.98M 0.2%
14,279
+690
82
$1.92M 0.19%
30,348
-25
83
$1.9M 0.19%
34,914
-159
84
$1.85M 0.19%
37,120
-180
85
$1.78M 0.18%
19,554
+16
86
$1.78M 0.18%
16,759
-5,709
87
$1.68M 0.17%
15,840
+4,800
88
$1.63M 0.17%
78,000
+950
89
$1.55M 0.16%
2,553
+488
90
$1.53M 0.16%
14,309
-1,000
91
$1.52M 0.15%
42,449
-1,157
92
$1.49M 0.15%
12,313
-115
93
$1.38M 0.14%
43,774
+93
94
$1.34M 0.14%
32,025
-131
95
$1.27M 0.13%
2,342
+37
96
$1.27M 0.13%
20,015
+1,985
97
$1.26M 0.13%
43,220
+201
98
$1.19M 0.12%
4,234
-693
99
$1.09M 0.11%
20,960
100
$1.09M 0.11%
12,018
-1,290
2 3
4
5 6