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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
UNP icon
126
Union Pacific
UNP
$158B
$1.09M 0.08%
4,486
-17
TRV icon
127
Travelers Companies
TRV
$65B
$1.06M 0.08%
3,651
-42
DUK icon
128
Duke Energy
DUK
$97.7B
$1.05M 0.07%
8,008
-462
DELL icon
129
Dell
DELL
$245B
$996K 0.07%
6,068
-90
XLI icon
130
State Street Industrial Select Sector SPDR ETF
XLI
$30.1B
$965K 0.07%
5,965
-30
XLE icon
131
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$963K 0.07%
15,722
+100
SCHW
132
DELISTED
Charles Schwab
SCHW
$957K 0.07%
10,182
BAC icon
133
Bank of America
BAC
$387B
$938K 0.07%
19,242
-1,028
TOWN icon
134
Towne Bank
TOWN
$3.2B
$926K 0.07%
27,511
-3,350
V icon
135
Visa
V
$606B
$913K 0.06%
3,022
-331
MINT icon
136
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$911K 0.06%
9,063
TMO icon
137
Thermo Fisher Scientific
TMO
$174B
$906K 0.06%
1,844
-10
AIT icon
138
Applied Industrial Technologies
AIT
$11.7B
$893K 0.06%
3,365
DIA icon
139
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.6B
$887K 0.06%
1,914
+898
IGSB icon
140
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$864K 0.06%
16,447
-1,643
IWR icon
141
iShares Russell Mid-Cap ETF
IWR
$54.3B
$808K 0.06%
8,306
-500
CI icon
142
Cigna
CI
$77.8B
$782K 0.06%
2,930
-20
AMGN icon
143
Amgen
AMGN
$189B
$715K 0.05%
2,031
+83
VOT icon
144
Vanguard Mid-Cap Growth ETF
VOT
$18.6B
$712K 0.05%
2,767
VTI icon
145
Vanguard Total Stock Market ETF
VTI
$637B
$677K 0.05%
2,110
-40
IJJ icon
146
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.52B
$670K 0.05%
5,053
MDY icon
147
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$664K 0.05%
1,077
-9
MDLZ icon
148
Mondelez International
MDLZ
$81.6B
$656K 0.05%
11,389
+716
BIV icon
149
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$592K 0.04%
7,667
-560
META icon
150
Meta Platforms (Facebook)
META
$1.43T
$568K 0.04%
993
-133
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6
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