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
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.1M
3
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

1
+$1.4M
2
+$1.13M
3
+$705K
4
XOM icon
Exxon Mobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

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
$17.4B
$529K 0.04%
2,701
-50
MA icon
152
Mastercard
MA
$432B
$523K 0.04%
920
-22
MCK icon
153
McKesson
MCK
$105B
$510K 0.04%
660
+25
ITT icon
154
ITT
ITT
$15.9B
$490K 0.03%
2,740
-10
DXJ icon
155
WisdomTree Japan Hedged Equity Fund
DXJ
$5.92B
$487K 0.03%
3,800
-1,375
VT icon
156
Vanguard Total World Stock ETF
VT
$59.8B
$478K 0.03%
3,470
DIA icon
157
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.4B
$473K 0.03%
1,020
HEDJ icon
158
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.69B
$471K 0.03%
9,350
-360
CLX icon
159
Clorox
CLX
$12.3B
$469K 0.03%
3,800
UPS icon
160
United Parcel Service
UPS
$80.5B
$465K 0.03%
5,564
-162
AAAU icon
161
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.79B
$438K 0.03%
+11,495
NVS icon
162
Novartis
NVS
$283B
$433K 0.03%
3,374
-120
IWO icon
163
iShares Russell 2000 Growth ETF
IWO
$12.1B
$415K 0.03%
1,298
-200
DD icon
164
DuPont de Nemours
DD
$18.5B
$413K 0.03%
12,677
-198
PSX icon
165
Phillips 66
PSX
$75.5B
$407K 0.03%
2,995
AYI icon
166
Acuity Brands
AYI
$8.27B
$405K 0.03%
1,175
IR icon
167
Ingersoll Rand
IR
$31.1B
$400K 0.03%
4,846
-100
NFLX icon
168
Netflix
NFLX
$394B
$393K 0.03%
3,280
SDY icon
169
State Street SPDR S&P Dividend ETF
SDY
$20.4B
$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
$94.9B
$379K 0.03%
1,074
BP icon
172
BP
BP
$120B
$376K 0.03%
10,908
AMGN icon
173
Amgen
AMGN
$188B
$371K 0.03%
1,315
+145
ETN icon
174
Eaton
ETN
$139B
$367K 0.03%
980
-27
XLU icon
175
State Street Utilities Select Sector SPDR ETF
XLU
$24.4B
$353K 0.02%
8,088
5 6
7
8 9