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
126
$289K 0.06%
3,440
127
$285K 0.05%
7,743
-100
128
$283K 0.05%
4,600
-1,159
129
$260K 0.05%
4,691
-20
130
$260K 0.05%
2,000
131
$256K 0.05%
4,908
132
$251K 0.05%
7,566
-1,122
133
$248K 0.05%
4,000
134
$242K 0.05%
+3,139
135
$241K 0.05%
3,348
136
$237K 0.05%
+3,100
137
$223K 0.04%
2,522
-20
138
$220K 0.04%
3,194
-1,022
139
$219K 0.04%
+2,800
140
$218K 0.04%
+2,429
141
$218K 0.04%
9,664
-1,400
142
$211K 0.04%
3,916
143
$210K 0.04%
+1,804
144
$209K 0.04%
4,313
+600
145
$209K 0.04%
+3,760
146
$207K 0.04%
2,001
147
$204K 0.04%
+2,460
148
$141K 0.03%
11,000
149
$140K 0.03%
10,600
150
$121K 0.02%
+23,330
3 4 5
6
7