KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$960K
3
+$855K
4
SO icon
Southern Company
SO
+$822K
5
WMT icon
Walmart Inc
WMT
+$695K

Top Sells

1
+$2.58M
2
+$2.31M
3
+$1.99M
4
ORCL icon
Oracle
ORCL
+$1.88M
5
AAPL icon
Apple
AAPL
+$1.72M

Sector Composition

1 Technology 24.68%
2 Financials 13.12%
3 Industrials 11.39%
4 Healthcare 9.25%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPS icon
151
United Parcel Service
UPS
$83.1B
$552K 0.04%
5,564
DXJ icon
152
WisdomTree Japan Hedged Equity Fund
DXJ
$6.15B
$548K 0.04%
3,800
IYW icon
153
iShares US Technology ETF
IYW
$19.1B
$539K 0.04%
2,701
BA icon
154
Boeing
BA
$161B
$517K 0.04%
+2,379
MCK icon
155
McKesson
MCK
$116B
$505K 0.03%
615
-45
MA icon
156
Mastercard
MA
$444B
$496K 0.03%
869
-51
ADSK icon
157
Autodesk
ADSK
$52.7B
$496K 0.03%
1,674
VT icon
158
Vanguard Total World Stock ETF
VT
$62.4B
$489K 0.03%
3,470
AAAU icon
159
Goldman Sachs Physical Gold ETF Shares
AAAU
$3.14B
$489K 0.03%
11,495
DIA icon
160
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.3B
$488K 0.03%
1,016
-4
ITT icon
161
ITT
ITT
$16B
$474K 0.03%
2,729
-11
NEU icon
162
NewMarket
NEU
$5.53B
$471K 0.03%
685
HEDJ icon
163
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.75B
$462K 0.03%
8,700
-650
NVS icon
164
Novartis
NVS
$294B
$454K 0.03%
3,294
-80
AMD icon
165
Advanced Micro Devices
AMD
$322B
$435K 0.03%
2,030
-54
IWO icon
166
iShares Russell 2000 Growth ETF
IWO
$12.3B
$419K 0.03%
1,298
AYI icon
167
Acuity Brands
AYI
$7.9B
$405K 0.03%
1,125
-50
SDY icon
168
State Street SPDR S&P Dividend ETF
SDY
$21B
$390K 0.03%
2,800
IWS icon
169
iShares Russell Mid-Cap Value ETF
IWS
$14.4B
$389K 0.03%
2,761
PSX icon
170
Phillips 66
PSX
$69.8B
$386K 0.03%
2,995
RY icon
171
Royal Bank of Canada
RY
$228B
$386K 0.03%
2,265
CLX icon
172
Clorox
CLX
$13.1B
$383K 0.03%
3,800
IR icon
173
Ingersoll Rand
IR
$31.8B
$376K 0.03%
4,746
-100
CMI icon
174
Cummins
CMI
$74.4B
$370K 0.03%
724
+3
ADBE icon
175
Adobe
ADBE
$110B
$363K 0.03%
1,037
-37
5 6
7
8 9