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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 | |
|---|---|---|---|---|---|---|
26
Chubb
CB
$128B
| $19.6M | 1.38% |
60,112
+451
|
|
||
27
Caterpillar
CAT
$406B
| $19.4M | 1.37% |
27,378
-268
|
|
||
28
Abbott
ABT
$156B
| $18.7M | 1.32% |
182,284
+2,933
|
|
||
29
iShares Russell 2000 ETF
IWM
$78.9B
| $17.7M | 1.25% |
71,558
-678
|
|
||
|
30
Amazon
AMZN
$2.54T
| $17.1M | 1.21% |
82,311
+4,403
|
|
||
31
IBM
IBM
$256B
| $16.2M | 1.14% |
66,628
+2,052
|
|
||
32
Norfolk Southern
NSC
$69.2B
| $14.4M | 1.01% |
50,011
-394
|
|
||
33
Dominion Energy
D
$59B
| $14M | 0.99% |
226,222
+2,540
|
|
||
34
Air Products & Chemicals
APD
$62.2B
| $13.9M | 0.98% |
47,886
+1,124
|
|
||
35
Coca-Cola
KO
$359B
| $13.9M | 0.98% |
182,252
+1,051
|
|
||
36
Verizon
VZ
$198B
| $13.2M | 0.93% |
262,386
+8,737
|
|
||
37
US Bancorp
USB
$88.1B
| $13.1M | 0.92% |
250,962
+7,948
|
|
||
38
Southern Company
SO
$106B
| $12.9M | 0.91% |
133,603
+5,047
|
|
||
39
Medtronic
MDT
$103B
| $11.3M | 0.8% |
130,323
+2,203
|
|
||
40
Qualcomm
QCOM
$205B
| $11.2M | 0.79% |
86,804
+2,049
|
|
||
41
NVIDIA
NVDA
$4.88T
| $10.9M | 0.77% |
62,244
+3,570
|
|
||
42
Becton Dickinson
BDX
$40.2B
| $10.5M | 0.74% |
66,873
-1,638
|
|
||
43
Nike
NKE
$66B
| $9.91M | 0.7% |
187,624
+12,013
|
|
||
44
Emerson Electric
EMR
$76.9B
| $9.38M | 0.66% |
71,579
-641
|
|
||
45
3M
MMM
$81.6B
| $9.3M | 0.66% |
64,006
-1,615
|
|
||
46
Broadcom
AVGO
$1.8T
| $8.98M | 0.63% |
29,023
+454
|
|
||
47
Walmart Inc
WMT
$963B
| $8.9M | 0.63% |
71,590
+1,346
|
|
||
48
Home Depot
HD
$318B
| $8.83M | 0.62% |
26,849
+97
|
|
||
49
S&P Global
SPGI
$122B
| $8.82M | 0.62% |
20,746
+4,724
|
|
||
50
State Street Technology Select Sector SPDR ETF
XLK
$117B
| $8.76M | 0.62% |
65,900
-1,704
|
|