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
$526M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$432K
3
+$425K
4
TFC icon
Truist Financial
TFC
+$407K
5
CVX icon
Chevron
CVX
+$272K

Top Sells

1
+$446K
2
+$417K
3
+$209K
4
JNJ icon
Johnson & Johnson
JNJ
+$171K
5
AAPL icon
Apple
AAPL
+$171K

Sector Composition

1 Industrials 13.66%
2 Technology 12.57%
3 Healthcare 11.39%
4 Consumer Staples 11.23%
5 Energy 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.66M 1.46%
71,026
+394
27
$7.37M 1.4%
178,505
-1,955
28
$7.3M 1.39%
177,358
+6,370
29
$7.26M 1.38%
103,506
-1,635
30
$7.21M 1.37%
146,702
+4,557
31
$6.86M 1.31%
105,253
-1,894
32
$6.83M 1.3%
182,893
+10,905
33
$6.49M 1.23%
169,281
-2,055
34
$6.48M 1.23%
110,827
-1,015
35
$6.29M 1.2%
159,998
-892
36
$6.2M 1.18%
246,663
+6,012
37
$6.06M 1.15%
32,632
+1,225
38
$5.78M 1.1%
198,915
-669
39
$5.67M 1.08%
148,264
-450
40
$5.64M 1.07%
54,137
-285
41
$5.46M 1.04%
135,040
+3,027
42
$5.44M 1.04%
204,927
-1,375
43
$5.29M 1.01%
81,945
+2,485
44
$5.28M 1%
39,391
-465
45
$4.64M 0.88%
75,169
-1,843
46
$4.57M 0.87%
50,740
-75
47
$4.54M 0.86%
73,300
-2,184
48
$4.52M 0.86%
45,146
-756
49
$4.35M 0.83%
193,968
+3,276
50
$4.23M 0.8%
44,710
-1,050
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