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
101
$552K 0.11%
9,500
102
$550K 0.1%
3,407
-250
103
$519K 0.1%
14,701
104
$506K 0.1%
10,000
105
$492K 0.09%
8,900
-150
106
$487K 0.09%
14,700
-500
107
$452K 0.09%
5,500
108
$443K 0.08%
4,295
-10
109
$421K 0.08%
21,923
110
$418K 0.08%
12,090
-800
111
$407K 0.08%
7,486
112
$393K 0.07%
7,600
113
$371K 0.07%
4,094
-100
114
$352K 0.07%
3,800
115
$350K 0.07%
4,989
116
$349K 0.07%
9,308
-800
117
$344K 0.07%
4,059
118
$330K 0.06%
3,652
-52
119
$327K 0.06%
6,554
120
$323K 0.06%
33,669
-726
121
$320K 0.06%
2,685
-3,740
122
$319K 0.06%
6,500
123
$318K 0.06%
4,470
-225
124
$314K 0.06%
1,285
125
$308K 0.06%
2,650
3 4
5
6 7