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
151
$101K 0.02%
3,147
+95
152
$81K 0.02%
+6,100
153
$0 ﹤0.01%
10,075