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
1
$17.7M 3.36%
174,519
-1,509
2
$14.7M 2.8%
180,431
-794
3
$14M 2.67%
152,986
-1,871
4
$13.6M 2.58%
189,636
-2,921
5
$12.4M 2.35%
149,087
-1,062
6
$11.4M 2.16%
229,350
-3,085
7
$10.9M 2.08%
87,382
+2,181
8
$10.6M 2.02%
79,189
+6,983
9
$10.6M 2.02%
59,172
+931
10
$10.3M 1.96%
226,677
-1,390
11
$9.99M 1.9%
239,656
+10,186
12
$9.34M 1.78%
176,796
-1,732
13
$9.2M 1.75%
94,795
+718
14
$9.2M 1.75%
78,415
+59
15
$9.14M 1.74%
141,253
-272
16
$8.8M 1.67%
328,860
+5,075
17
$8.78M 1.67%
234,638
-648
18
$8.71M 1.66%
103,587
-837
19
$8.7M 1.66%
335,163
-3,452
20
$8.33M 1.59%
415,828
-8,540
21
$8.04M 1.53%
69,661
+767
22
$8.03M 1.53%
126,843
+3,985
23
$7.99M 1.52%
67,403
-275
24
$7.91M 1.51%
111,514
-1,406
25
$7.71M 1.47%
83,100
-432
1
2 3 4 5