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KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.42B
1-Year Est. Return
18.26%
This Fund
S&P 500
1 Year Est. Return
+18.26%
AUM
$1.42B
AUM Growth
-$32.5M
(-2.2%)
Holding
229
Top Buys
| 1 | +$4.84M | |
| 2 | +$3.64M | |
| 3 | +$2.19M | |
| 4 |
Waters Corp
WAT
|
+$2.09M |
| 5 |
Amazon
AMZN
|
+$969K |
Top Sells
| 1 | +$2.24M | |
| 2 | +$2.23M | |
| 3 | +$1.73M | |
| 4 |
Truist Financial
TFC
|
+$810K |
| 5 |
Kimberly-Clark
KMB
|
+$729K |
Sector Composition
| 1 | Technology | 21.57% |
| 2 | Financials | 12.37% |
| 3 | Industrials | 12.05% |
| 4 | Healthcare | 9.44% |
| 5 | Consumer Staples | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Palantir
PLTR
$311B
| – | – |
-1,126
|
|
||
227
ProShares Ultra Technology
ROM
$1.2B
| – | – |
-2,186
|
|
||
228
Vanguard Total World Stock ETF
VT
$73.6B
| – | – |
-3,470
|
|
||
229
Vanguard Growth ETF
VUG
$217B
| – | – |
-3,324
|
|