KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.07M
3
+$733K
4
UNH icon
UnitedHealth
UNH
+$504K
5
SPGI icon
S&P Global
SPGI
+$492K

Top Sells

1
+$1.42M
2
+$1.25M
3
+$715K
4
XOM icon
Exxon Mobil
XOM
+$667K
5
PG icon
Procter & Gamble
PG
+$589K

Sector Composition

1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYW icon
151
iShares US Technology ETF
IYW
$21.5B
$529K 0.04%
2,701
-50
MA icon
152
Mastercard
MA
$506B
$523K 0.04%
920
-22
MCK icon
153
McKesson
MCK
$101B
$510K 0.04%
660
+25
ITT icon
154
ITT
ITT
$13.6B
$490K 0.03%
2,740
-10
DXJ icon
155
WisdomTree Japan Hedged Equity Fund
DXJ
$4.94B
$487K 0.03%
3,800
-1,375
VT icon
156
Vanguard Total World Stock ETF
VT
$59.1B
$478K 0.03%
3,470
DIA icon
157
SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.7B
$473K 0.03%
1,020
HEDJ icon
158
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.78B
$471K 0.03%
9,350
-360
CLX icon
159
Clorox
CLX
$12.5B
$469K 0.03%
3,800
UPS icon
160
United Parcel Service
UPS
$85.2B
$465K 0.03%
5,564
-162
AAAU icon
161
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.43B
$438K 0.03%
+11,495
NVS icon
162
Novartis
NVS
$254B
$433K 0.03%
3,374
-120
IWO icon
163
iShares Russell 2000 Growth ETF
IWO
$13.7B
$415K 0.03%
1,298
-200
DD icon
164
DuPont de Nemours
DD
$17.4B
$413K 0.03%
5,304
-83
PSX icon
165
Phillips 66
PSX
$57.8B
$407K 0.03%
2,995
AYI icon
166
Acuity Brands
AYI
$11.5B
$405K 0.03%
1,175
IR icon
167
Ingersoll Rand
IR
$33B
$400K 0.03%
4,846
-100
NFLX icon
168
Netflix
NFLX
$399B
$393K 0.03%
3,280
SDY icon
169
State Street SPDR S&P Dividend ETF
SDY
$20.2B
$392K 0.03%
2,800
-367
IWS icon
170
iShares Russell Mid-Cap Value ETF
IWS
$14.4B
$386K 0.03%
2,761
ADBE icon
171
Adobe
ADBE
$147B
$379K 0.03%
1,074
BP icon
172
BP
BP
$90.6B
$376K 0.03%
10,908
AMGN icon
173
Amgen
AMGN
$171B
$371K 0.03%
1,315
+145
ETN icon
174
Eaton
ETN
$136B
$367K 0.03%
980
-27
XLU icon
175
State Street Utilities Select Sector SPDR ETF
XLU
$10.6B
$353K 0.02%
4,044
5 6
7
8 9