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KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$3.64M
3
+$2.19M
4
WAT icon
Waters Corp
WAT
+$2.09M
5
AMZN icon
Amazon
AMZN
+$969K

Top Sells

1
+$2.24M
2
+$2.23M
3
+$1.73M
4
TFC icon
Truist Financial
TFC
+$810K
5
KMB icon
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
MET icon
76
MetLife
MET
$55.8B
$3.75M 0.26%
53,012
-3,656
T icon
77
AT&T
T
$161B
$3.55M 0.25%
122,298
+4,813
OTIS icon
78
Otis Worldwide
OTIS
$26.8B
$3.25M 0.23%
42,184
-1,415
GE icon
79
GE Aerospace
GE
$338B
$2.91M 0.21%
10,250
-51
SHEL icon
80
Shell
SHEL
$243B
$2.91M 0.2%
31,240
-363
DIS icon
81
Walt Disney
DIS
$171B
$2.89M 0.2%
29,956
-21,215
IEFA icon
82
iShares Core MSCI EAFE ETF
IEFA
$182B
$2.85M 0.2%
31,532
-6,545
BMY icon
83
Bristol-Myers Squibb
BMY
$116B
$2.62M 0.18%
43,234
-2,118
IAU icon
84
iShares Gold Trust
IAU
$63.4B
$2.54M 0.18%
28,763
+4,031
BNY
85
Bank of New York Mellon
BNY
$97.7B
$2.43M 0.17%
20,454
-998
KMB icon
86
Kimberly-Clark
KMB
$33.7B
$2.38M 0.17%
24,702
-7,126
VEU icon
87
Vanguard FTSE All-World ex-US ETF
VEU
$64.9B
$2.37M 0.17%
31,545
-640
XLV icon
88
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$2.23M 0.16%
15,208
-85
GOOG icon
89
Alphabet (Google) Class C
GOOG
$4.21T
$2.22M 0.16%
7,739
-50
BRK.A icon
90
Berkshire Hathaway Class A
BRK.A
$1.04T
$2.15M 0.15%
3
UL icon
91
Unilever
UL
$126B
$2.07M 0.15%
36,414
-3,077
IWD icon
92
iShares Russell 1000 Value ETF
IWD
$75B
$2.06M 0.15%
9,664
-3,150
IWP icon
93
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$2.01M 0.14%
15,724
-100
XLF icon
94
State Street Financial Select Sector SPDR ETF
XLF
$48.9B
$1.98M 0.14%
40,087
-90
TT icon
95
Trane Technologies
TT
$100B
$1.92M 0.14%
4,604
-50
GEV icon
96
GE Vernova
GEV
$243B
$1.87M 0.13%
2,147
-48
CSX icon
97
CSX Corp
CSX
$87.1B
$1.83M 0.13%
44,639
-969
WAT icon
98
Waters Corp
WAT
$35.3B
$1.82M 0.13%
+6,100
PEG icon
99
Public Service Enterprise Group
PEG
$39.5B
$1.74M 0.12%
21,514
-310
ACN icon
100
Accenture
ACN
$102B
$1.74M 0.12%
8,753
-3
2 3
4
5 6