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
$1.35B
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
ADSK icon
151
Autodesk
ADSK
$63.2B
$518K 0.04%
1,674
IYW icon
152
iShares US Technology ETF
IYW
$21.3B
$477K 0.04%
2,751
-500
NEU icon
153
NewMarket
NEU
$6.69B
$473K 0.04%
685
HEDJ icon
154
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.77B
$467K 0.03%
9,710
-1,350
MCK icon
155
McKesson
MCK
$102B
$466K 0.03%
635
-5
CLX icon
156
Clorox
CLX
$12B
$456K 0.03%
3,800
-200
DIA icon
157
SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.4B
$449K 0.03%
1,020
VT icon
158
Vanguard Total World Stock ETF
VT
$59.1B
$446K 0.03%
3,470
NFLX icon
159
Netflix
NFLX
$397B
$439K 0.03%
3,280
-150
MMC icon
160
Marsh & McLennan
MMC
$91.9B
$433K 0.03%
1,982
+22
ITT icon
161
ITT
ITT
$15.3B
$431K 0.03%
2,750
-10
SDY icon
162
State Street SPDR S&P Dividend ETF
SDY
$20B
$430K 0.03%
3,167
-100
IWO icon
163
iShares Russell 2000 Growth ETF
IWO
$13.6B
$428K 0.03%
1,498
NVS icon
164
Novartis
NVS
$266B
$423K 0.03%
3,494
ADBE icon
165
Adobe
ADBE
$148B
$416K 0.03%
1,074
IR icon
166
Ingersoll Rand
IR
$32.2B
$411K 0.03%
4,946
ITOT icon
167
iShares Core S&P Total US Stock Market ETF
ITOT
$80.9B
$404K 0.03%
2,993
VUG icon
168
Vanguard Growth ETF
VUG
$205B
$382K 0.03%
872
-41
DD icon
169
DuPont de Nemours
DD
$17.2B
$369K 0.03%
5,387
IWS icon
170
iShares Russell Mid-Cap Value ETF
IWS
$14.5B
$365K 0.03%
2,761
VYM icon
171
Vanguard High Dividend Yield ETF
VYM
$68.6B
$362K 0.03%
2,713
ETN icon
172
Eaton
ETN
$126B
$359K 0.03%
+1,007
PSX icon
173
Phillips 66
PSX
$51.7B
$357K 0.03%
2,995
AYI icon
174
Acuity Brands
AYI
$11.4B
$351K 0.03%
1,175
-100
HES
175
DELISTED
Hess
HES
$348K 0.03%
2,510
5 6
7
8 9