KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.07M
3
+$733K
4
UNH icon
UnitedHealth
UNH
+$504K
5
SPGI icon
S&P Global
SPGI
+$492K

Top Sells

1
+$1.42M
2
+$1.25M
3
+$715K
4
XOM icon
Exxon Mobil
XOM
+$667K
5
PG icon
Procter & Gamble
PG
+$589K

Sector Composition

1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COF icon
51
Capital One
COF
$152B
$8.35M 0.58%
39,275
+852
SPY icon
52
SPDR S&P 500 ETF Trust
SPY
$708B
$8.26M 0.57%
12,400
-30
CARR icon
53
Carrier Global
CARR
$45.6B
$7.88M 0.55%
132,002
+3,220
SPGI icon
54
S&P Global
SPGI
$151B
$7.47M 0.52%
15,347
+1,011
NDAQ icon
55
Nasdaq
NDAQ
$53.6B
$7.24M 0.5%
81,821
-1,065
BLK icon
56
Blackrock
BLK
$171B
$7.2M 0.5%
6,177
+138
VNQ icon
57
Vanguard Real Estate ETF
VNQ
$33.7B
$7.11M 0.49%
77,757
+1,169
PFE icon
58
Pfizer
PFE
$147B
$7.1M 0.49%
278,676
-4,423
WMT icon
59
Walmart Inc. Common Stock
WMT
$921B
$6.57M 0.45%
63,768
+2,381
DE icon
60
Deere & Co
DE
$129B
$6.37M 0.44%
13,922
-1,029
VWO icon
61
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$6.17M 0.43%
113,840
-678
XYL icon
62
Xylem
XYL
$34.1B
$6.12M 0.42%
41,511
-92
DIS icon
63
Walt Disney
DIS
$199B
$6.11M 0.42%
53,327
+244
CL icon
64
Colgate-Palmolive
CL
$62.3B
$5.8M 0.4%
72,551
-1,724
SPYM
65
State Street SPDR Portfolio S&P 500 ETF
SPYM
$98.6B
$5.62M 0.39%
71,745
+533
AXP icon
66
American Express
AXP
$265B
$5.57M 0.39%
16,758
+427
BSV icon
67
Vanguard Short-Term Bond ETF
BSV
$41.4B
$5.52M 0.38%
69,941
-1,609
LLY icon
68
Eli Lilly
LLY
$903B
$5.1M 0.35%
6,690
+1,482
GPC icon
69
Genuine Parts
GPC
$18.6B
$5.09M 0.35%
36,694
+840
VONV icon
70
Vanguard Russell 1000 Value ETF
VONV
$14.5B
$4.99M 0.35%
55,808
+1,208
IJR icon
71
iShares Core S&P Small-Cap ETF
IJR
$91.5B
$4.78M 0.33%
40,221
-672
KMB icon
72
Kimberly-Clark
KMB
$34.3B
$4.64M 0.32%
37,305
-2,563
MET icon
73
MetLife
MET
$54.2B
$4.63M 0.32%
56,208
-1,165
NTRS icon
74
Northern Trust
NTRS
$26.5B
$4.47M 0.31%
33,236
-145
OTIS icon
75
Otis Worldwide
OTIS
$34.2B
$4.23M 0.29%
46,288
-1,492
1 2
3
4 5