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
176
$269K 0.03%
2,354
-100
177
$267K 0.03%
4,937
-1,441
178
$252K 0.03%
3,074
179
$249K 0.03%
2,350
+55
180
$246K 0.02%
1,600
-200
181
$244K 0.02%
4,894
-100
182
$243K 0.02%
3,460
+85
183
$239K 0.02%
1,376
-23
184
$238K 0.02%
15,690
+350
185
$234K 0.02%
490
186
$230K 0.02%
3,425
-100
187
$223K 0.02%
2,305
188
$223K 0.02%
740
189
$218K 0.02%
1,049
190
$209K 0.02%
1,650
+24
191
$204K 0.02%
4,850
192
$16K ﹤0.01%
1,226
193
– –
-10,878
194
– –
-6,752
195
– –
-2,834
196
– –
-962
197
– –
-1,455
198
– –
-5,667
199
– –
-1,322
4 5 6 7
8