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
126
$269K 0.06%
+3,704
127
$256K 0.06%
+13,264
128
$255K 0.06%
+3,783
129
$255K 0.06%
+5,759
130
$248K 0.05%
+6,410
131
$248K 0.05%
+7,843
132
$239K 0.05%
+8,890
133
$230K 0.05%
+4,821
134
$230K 0.05%
+2,000
135
$230K 0.05%
+4,116
136
$220K 0.05%
+10,000
137
$215K 0.05%
+5,033
138
$212K 0.05%
+3,348
139
$206K 0.05%
+2,001
140
$205K 0.05%
+2,612
141
$167K 0.04%
+3,713
142
$144K 0.03%
+10,600
143
$74K 0.02%
+2,747
144
$0 ﹤0.01%
+10,075
2 3 4 5
6