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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
CTAS icon
101
Cintas
CTAS
$72.9B
$1.72M 0.12%
10,161
-10
MRK icon
102
Merck
MRK
$298B
$1.66M 0.12%
13,827
-201
IBB icon
103
iShares Biotechnology ETF
IBB
$7.83B
$1.66M 0.12%
9,813
+449
UNH icon
104
UnitedHealth
UNH
$369B
$1.65M 0.12%
6,083
+2,102
DOV icon
105
Dover
DOV
$29.1B
$1.56M 0.11%
7,481
-486
TXN icon
106
Texas Instruments
TXN
$264B
$1.5M 0.11%
7,746
-705
IWF icon
107
iShares Russell 1000 Growth ETF
IWF
$124B
$1.48M 0.1%
13,864
-2,064
KVUE icon
108
Kenvue
KVUE
$34.7B
$1.39M 0.1%
80,754
-13,911
FLOT icon
109
iShares Floating Rate Bond ETF
FLOT
$9.58B
$1.38M 0.1%
27,130
+986
GNR icon
110
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.67B
$1.36M 0.1%
18,235
-50
SLB icon
111
SLB Ltd
SLB
$83.3B
$1.35M 0.09%
26,218
-204
GLD icon
112
SPDR Gold Trust
GLD
$134B
$1.31M 0.09%
3,042
-550
XLY icon
113
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.1B
$1.3M 0.09%
11,902
-46
MO icon
114
Altria Group
MO
$121B
$1.27M 0.09%
19,172
-374
SCHD icon
115
Schwab US Dividend Equity ETF
SCHD
$95.5B
$1.26M 0.09%
40,972
-500
DVY icon
116
iShares Select Dividend ETF
DVY
$22.8B
$1.25M 0.09%
8,255
+1,054
PM icon
117
Philip Morris
PM
$286B
$1.23M 0.09%
7,453
-207
EFA icon
118
iShares MSCI EAFE ETF
EFA
$75.8B
$1.22M 0.09%
12,598
+1,695
CALI
119
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$381M
$1.21M 0.09%
24,000
+5,000
AMAT icon
120
Applied Materials
AMAT
$423B
$1.19M 0.08%
3,472
INTC icon
121
Intel
INTC
$565B
$1.16M 0.08%
26,268
-1,009
VOO icon
122
Vanguard S&P 500 ETF
VOO
$958B
$1.14M 0.08%
1,914
-156
VAW icon
123
Vanguard Materials ETF
VAW
$2.98B
$1.11M 0.08%
4,918
-50
WFC icon
124
Wells Fargo
WFC
$249B
$1.1M 0.08%
13,795
-990
XLP icon
125
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.09M 0.08%
13,328
3 4
5
6 7