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
$1.35B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.38M
3
+$1.19M
4
AVGO icon
Broadcom
AVGO
+$562K
5
NVDA icon
NVIDIA
NVDA
+$548K

Top Sells

1
+$8.27M
2
+$1.84M
3
+$1.42M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
TXN icon
Texas Instruments
TXN
+$852K

Sector Composition

1 Technology 25.58%
2 Financials 12.54%
3 Industrials 11.37%
4 Healthcare 8.62%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COF icon
51
Capital One
COF
$143B
$8.17M 0.61%
38,423
-344
AVGO icon
52
Broadcom
AVGO
$1.67T
$7.98M 0.59%
28,951
+2,038
SPY icon
53
SPDR S&P 500 ETF Trust
SPY
$672B
$7.68M 0.57%
12,430
-36
DE icon
54
Deere & Co
DE
$128B
$7.6M 0.56%
14,951
-223
SPGI icon
55
S&P Global
SPGI
$149B
$7.56M 0.56%
14,336
+867
NDAQ icon
56
Nasdaq
NDAQ
$50.5B
$7.41M 0.55%
82,886
+388
PFE icon
57
Pfizer
PFE
$141B
$6.86M 0.51%
283,099
+8,664
VNQ icon
58
Vanguard Real Estate ETF
VNQ
$34.6B
$6.82M 0.51%
76,588
-612
CL icon
59
Colgate-Palmolive
CL
$63B
$6.75M 0.5%
74,275
-840
DIS icon
60
Walt Disney
DIS
$201B
$6.58M 0.49%
53,083
-1,344
BLK icon
61
Blackrock
BLK
$176B
$6.34M 0.47%
6,039
+448
WMT icon
62
Walmart
WMT
$846B
$6M 0.45%
61,387
+1,257
VWO icon
63
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$5.66M 0.42%
114,518
-372
BSV icon
64
Vanguard Short-Term Bond ETF
BSV
$39B
$5.63M 0.42%
71,550
-593
XYL icon
65
Xylem
XYL
$36.1B
$5.38M 0.4%
41,603
-267
AXP icon
66
American Express
AXP
$246B
$5.21M 0.39%
16,331
+299
SPLG icon
67
SPDR Portfolio S&P 500 ETF
SPLG
$90B
$5.18M 0.38%
71,212
+877
KMB icon
68
Kimberly-Clark
KMB
$39.5B
$5.14M 0.38%
39,868
+182
OTIS icon
69
Otis Worldwide
OTIS
$36.1B
$4.73M 0.35%
47,780
-1,909
VONV icon
70
Vanguard Russell 1000 Value ETF
VONV
$13.9B
$4.65M 0.34%
54,600
+1,639
MET icon
71
MetLife
MET
$52.3B
$4.61M 0.34%
57,373
-554
IJR icon
72
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$4.47M 0.33%
40,893
-1,060
GPC icon
73
Genuine Parts
GPC
$18.2B
$4.35M 0.32%
35,854
+14,379
NTRS icon
74
Northern Trust
NTRS
$23.8B
$4.23M 0.31%
33,381
-1,120
LLY icon
75
Eli Lilly
LLY
$740B
$4.06M 0.3%
5,208
+623
1 2
3
4 5