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
51
$4.21M 0.8%
18,385
+1,887
52
$4.18M 0.8%
48,694
-1,113
53
$4.18M 0.8%
58,679
+750
54
$4.07M 0.77%
31,650
-950
55
$4.03M 0.77%
38,968
-135
56
$3.94M 0.75%
95,881
+620
57
$3.37M 0.64%
46,976
-139
58
$3.36M 0.64%
34,773
-425
59
$3.21M 0.61%
60,445
-498
60
$3.19M 0.61%
1,670
+7
61
$3.15M 0.6%
34,671
+1,030
62
$2.96M 0.56%
53,163
-680
63
$2.79M 0.53%
33,553
-100
64
$2.79M 0.53%
26,985
+850
65
$2.75M 0.52%
47,931
+100
66
$2.68M 0.51%
29,357
+1,290
67
$2.6M 0.49%
35,006
+2,174
68
$2.5M 0.48%
40,361
-820
69
$2.46M 0.47%
29,920
-200
70
$2.46M 0.47%
193,879
-8,952
71
$2.41M 0.46%
33,700
+100
72
$2.34M 0.45%
36,204
-224
73
$2.18M 0.41%
11,784
+425
74
$2.14M 0.41%
31,920
-1,625
75
$2M 0.38%
49,634
-1,700
1 2
3
4 5