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
1
$56.9M 5.77%
221,634
-2,105
2
$47.6M 4.82%
348,129
-8,734
3
$33M 3.34%
188,954
-3,600
4
$27.8M 2.82%
156,739
-525
5
$25.6M 2.6%
178,130
-596
6
$25M 2.53%
118,937
+277
7
$23.6M 2.39%
153,848
-1,725
8
$21.4M 2.17%
128,648
-962
9
$21.3M 2.15%
86,085
-219
10
$20.3M 2.06%
82,460
-2,915
11
$19.3M 1.96%
178,049
+363
12
$18.8M 1.91%
68,949
-488
13
$18.5M 1.87%
408,555
-1,215
14
$17.8M 1.8%
46,879
+308
15
$17.2M 1.75%
168,646
-1,357
16
$16.5M 1.67%
206,925
+2,221
17
$16.2M 1.64%
88,764
+113
18
$16.1M 1.63%
111,423
-787
19
$15.8M 1.6%
111,647
+378
20
$15.4M 1.56%
378,267
-315
21
$14.5M 1.47%
129,115
+35
22
$14M 1.42%
200,667
+735
23
$13.7M 1.39%
142,370
+205
24
$13.4M 1.36%
59,161
-41
25
$13.1M 1.33%
350,189
-1,673
1
2 3 4 5