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
126
$583K 0.06%
5,119
-477
127
$555K 0.06%
7,762
+133
128
$550K 0.06%
3,900
129
$538K 0.05%
9,766
-135
130
$538K 0.05%
4,742
131
$534K 0.05%
22,380
-600
132
$506K 0.05%
10,941
-1,173
133
$506K 0.05%
9,813
-77
134
$506K 0.05%
15,438
-260
135
$504K 0.05%
16,206
-250
136
$501K 0.05%
4,403
137
$495K 0.05%
+36,853
138
$493K 0.05%
7,617
-150
139
$473K 0.05%
1,145
140
$456K 0.05%
4,740
141
$436K 0.04%
2,590
-18
142
$430K 0.04%
200
143
$430K 0.04%
1,327
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144
$410K 0.04%
14,468
+745
145
$408K 0.04%
5,413
-199
146
$397K 0.04%
12,115
+1
147
$394K 0.04%
4,732
148
$384K 0.04%
3,000
149
$384K 0.04%
2,036
-78
150
$382K 0.04%
11,870
+4,190
4 5
6
7 8