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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
PSX icon
151
Phillips 66
PSX
$72.9B
$546K 0.04%
2,995
YUM icon
152
Yum! Brands
YUM
$42.1B
$542K 0.04%
3,486
-375
UPS icon
153
United Parcel Service
UPS
$90.1B
$538K 0.04%
5,464
-100
AAAU icon
154
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.48B
$531K 0.04%
11,495
MCK icon
155
McKesson
MCK
$96B
$528K 0.04%
610
-5
ITT icon
156
ITT
ITT
$16.5B
$516K 0.04%
2,709
-20
NVS icon
157
Novartis
NVS
$291B
$501K 0.04%
3,279
-15
SLV icon
158
iShares Silver Trust
SLV
$30.8B
$497K 0.04%
7,300
+4,100
IYW icon
159
iShares US Technology ETF
IYW
$23.6B
$490K 0.03%
2,701
BP icon
160
BP
BP
$112B
$468K 0.03%
9,962
-469
PAYX icon
161
Paychex
PAYX
$35.9B
$456K 0.03%
4,950
-2
AZO icon
162
AutoZone
AZO
$50.4B
$439K 0.03%
130
-46
NEU icon
163
NewMarket
NEU
$7.69B
$439K 0.03%
685
MA icon
164
Mastercard
MA
$429B
$434K 0.03%
869
IWO icon
165
iShares Russell 2000 Growth ETF
IWO
$14.3B
$407K 0.03%
1,298
IWS icon
166
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$402K 0.03%
2,761
ADSK icon
167
Autodesk
ADSK
$45.2B
$401K 0.03%
1,674
BA icon
168
Boeing
BA
$170B
$399K 0.03%
2,007
-372
AMD icon
169
Advanced Micro Devices
AMD
$758B
$397K 0.03%
1,953
-77
STX icon
170
Seagate
STX
$190B
$395K 0.03%
1,009
CMI icon
171
Cummins
CMI
$88.4B
$384K 0.03%
715
-9
CLX icon
172
Clorox
CLX
$11.8B
$383K 0.03%
3,700
-100
IR icon
173
Ingersoll Rand
IR
$27.6B
$378K 0.03%
4,721
-25
XLU icon
174
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$376K 0.03%
8,188
SMH icon
175
VanEck Semiconductor ETF
SMH
$67.2B
$372K 0.03%
971
5 6
7
8 9