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
BP icon
176
BP
BP
$108B
$362K 0.03%
10,431
-477
VYM icon
177
Vanguard High Dividend Yield ETF
VYM
$72.3B
$354K 0.02%
2,465
SMH icon
178
VanEck Semiconductor ETF
SMH
$43.9B
$350K 0.02%
971
-50
XLU icon
179
State Street Utilities Select Sector SPDR ETF
XLU
$24.4B
$350K 0.02%
8,188
+100
CEG icon
180
Constellation Energy
CEG
$109B
$349K 0.02%
987
MS icon
181
Morgan Stanley
MS
$245B
$340K 0.02%
1,914
IWB icon
182
iShares Russell 1000 ETF
IWB
$44.5B
$322K 0.02%
863
NFLX icon
183
Netflix
NFLX
$398B
$321K 0.02%
3,424
+144
VOX icon
184
Vanguard Communication Services ETF
VOX
$5.83B
$317K 0.02%
1,639
+170
TSLA icon
185
Tesla
TSLA
$1.48T
$313K 0.02%
696
+23
ETN icon
186
Eaton
ETN
$135B
$312K 0.02%
980
ITOT icon
187
iShares Core S&P Total US Stock Market ETF
ITOT
$80B
$309K 0.02%
2,081
TSM icon
188
TSMC
TSM
$1.75T
$302K 0.02%
995
-22
KR icon
189
Kroger
KR
$46B
$300K 0.02%
+4,795
EEM icon
190
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$296K 0.02%
5,414
-25
IWN icon
191
iShares Russell 2000 Value ETF
IWN
$12.2B
$292K 0.02%
1,611
-45
AEP icon
192
American Electric Power
AEP
$71.5B
$292K 0.02%
2,528
-400
NOC icon
193
Northrop Grumman
NOC
$104B
$291K 0.02%
511
RSP icon
194
Invesco S&P 500 Equal Weight ETF
RSP
$85.3B
$282K 0.02%
1,474
ALB icon
195
Albemarle
ALB
$19.3B
$281K 0.02%
+1,988
VO icon
196
Vanguard Mid-Cap ETF
VO
$91.9B
$280K 0.02%
965
-10
STX icon
197
Seagate
STX
$83.8B
$278K 0.02%
1,009
LRGF icon
198
iShares US Equity Factor ETF
LRGF
$3B
$277K 0.02%
3,995
VUG icon
199
Vanguard Growth ETF
VUG
$194B
$270K 0.02%
554
-24
XLC icon
200
State Street Communication Services Select Sector SPDR ETF
XLC
$26.1B
$267K 0.02%
2,270
5 6 7
8
9