KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$684K
2
+$601K
3
+$409K
4
TFC icon
Truist Financial
TFC
+$337K
5
BLK icon
Blackrock
BLK
+$318K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$1.02M
4
T icon
AT&T
T
+$872K
5
BDX icon
Becton Dickinson
BDX
+$740K

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
101
$1.07M 0.11%
26,523
+2,784
102
$1.03M 0.1%
14,248
+313
103
$1.02M 0.1%
10,912
-48
104
$965K 0.1%
14,038
+74
105
$955K 0.1%
4,571
+41
106
$954K 0.1%
9,667
+337
107
$943K 0.1%
4,310
-195
108
$935K 0.09%
2,774
+84
109
$858K 0.09%
5,353
-79
110
$826K 0.08%
19,763
+729
111
$810K 0.08%
3,073
+7
112
$806K 0.08%
20,327
-666
113
$760K 0.08%
4,162
+62
114
$725K 0.07%
31,194
-2,233
115
$721K 0.07%
11,532
-813
116
$717K 0.07%
4,668
+77
117
$713K 0.07%
3,344
+80
118
$712K 0.07%
11,471
+132
119
$704K 0.07%
5,419
-112
120
$696K 0.07%
6,489
+855
121
$640K 0.06%
3,782
-58
122
$633K 0.06%
5,375
-2,296
123
$629K 0.06%
1,225
+46
124
$597K 0.06%
6,841
-3
125
$593K 0.06%
5,420
+100
3 4
5
6 7