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
76
$1.97M 0.37%
40,981
-1,234
77
$1.88M 0.36%
50,968
-1,215
78
$1.81M 0.34%
36,045
-410
79
$1.71M 0.33%
19,667
-42
80
$1.7M 0.32%
34,967
-550
81
$1.67M 0.32%
25,053
-137
82
$1.56M 0.3%
19,685
+60
83
$1.51M 0.29%
39,289
-527
84
$1.36M 0.26%
28,592
+2
85
$1.35M 0.26%
20,581
-750
86
$1.29M 0.24%
36,799
-1,130
87
$1.24M 0.24%
28,565
-500
88
$1.03M 0.2%
24,744
+300
89
$957K 0.18%
24,063
-10,484
90
$947K 0.18%
60,818
-4,020
91
$923K 0.18%
25,830
+1,585
92
$863K 0.16%
18,473
-2,825
93
$810K 0.15%
18,645
-700
94
$789K 0.15%
11,174
+2,825
95
$724K 0.14%
9,481
-20
96
$646K 0.12%
12,100
+200
97
$599K 0.11%
8,401
-60
98
$597K 0.11%
6,948
99
$589K 0.11%
15,700
100
$580K 0.11%
12,230
+5,670
2 3
4
5 6