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
151
$382K 0.04%
6,125
152
$378K 0.04%
4,008
153
$372K 0.04%
2,360
-100
154
$369K 0.04%
1,876
+78
155
$359K 0.04%
+14,193
156
$355K 0.04%
4,570
-2,665
157
$343K 0.03%
936
+60
158
$333K 0.03%
1,550
159
$323K 0.03%
2,742
+5
160
$316K 0.03%
3,700
161
$314K 0.03%
1,291
+7
162
$312K 0.03%
1,399
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163
$311K 0.03%
2,957
+4
164
$306K 0.03%
3,008
-1,130
165
$304K 0.03%
1,957
166
$300K 0.03%
5,423
167
$299K 0.03%
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168
$293K 0.03%
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169
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1,687
170
$285K 0.03%
3,135
171
$281K 0.03%
3,323
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172
$279K 0.03%
1,864
+95
173
$278K 0.03%
2,068
-20
174
$272K 0.03%
1,000
175
$272K 0.03%
6,793
-550
4 5 6
7
8