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
CI icon
126
Cigna
CI
$80.6B
$966K 0.07%
2,921
AIT icon
127
Applied Industrial Technologies
AIT
$9.83B
$957K 0.07%
4,115
-470
XLI icon
128
Industrial Select Sector SPDR Fund
XLI
$23.9B
$903K 0.07%
6,122
-15
DUK icon
129
Duke Energy
DUK
$99B
$884K 0.07%
7,489
+929
IWR icon
130
iShares Russell Mid-Cap ETF
IWR
$45.2B
$853K 0.06%
9,271
-120
TMO icon
131
Thermo Fisher Scientific
TMO
$216B
$822K 0.06%
2,027
-6
VOT icon
132
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$787K 0.06%
2,767
META icon
133
Meta Platforms (Facebook)
META
$1.85T
$771K 0.06%
1,045
-25
DELL icon
134
Dell
DELL
$106B
$767K 0.06%
6,258
-380
MDLZ icon
135
Mondelez International
MDLZ
$78.6B
$764K 0.06%
11,335
-200
UNH icon
136
UnitedHealth
UNH
$328B
$759K 0.06%
2,433
+778
INTC icon
137
Intel
INTC
$182B
$759K 0.06%
33,876
-8,485
PAYX icon
138
Paychex
PAYX
$44.8B
$720K 0.05%
4,952
+651
VTI icon
139
Vanguard Total Stock Market ETF
VTI
$553B
$705K 0.05%
2,321
IJJ icon
140
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.06B
$677K 0.05%
5,479
-64
XLE icon
141
Energy Select Sector SPDR Fund
XLE
$26.5B
$662K 0.05%
7,811
-50
MDY icon
142
SPDR S&P MidCap 400 ETF Trust
MDY
$24.3B
$654K 0.05%
1,154
-15
AZO icon
143
AutoZone
AZO
$63.4B
$653K 0.05%
176
AMAT icon
144
Applied Materials
AMAT
$182B
$632K 0.05%
3,454
AFL icon
145
Aflac
AFL
$57.3B
$627K 0.05%
5,943
-78,425
DXJ icon
146
WisdomTree Japan Hedged Equity Fund
DXJ
$4.02B
$591K 0.04%
5,175
-250
UPS icon
147
United Parcel Service
UPS
$73.9B
$578K 0.04%
5,726
+550
YUM icon
148
Yum! Brands
YUM
$39.8B
$574K 0.04%
3,876
BIV icon
149
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$540K 0.04%
6,983
+704
MA icon
150
Mastercard
MA
$519B
$529K 0.04%
942
4 5
6
7 8