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
VYM icon
176
Vanguard High Dividend Yield ETF
VYM
$69.9B
$347K 0.02%
2,465
-248
AMD icon
177
Advanced Micro Devices
AMD
$360B
$337K 0.02%
2,084
-25
RY icon
178
Royal Bank of Canada
RY
$234B
$334K 0.02%
2,265
SMH icon
179
VanEck Semiconductor ETF
SMH
$37.4B
$333K 0.02%
1,021
AEP icon
180
American Electric Power
AEP
$61B
$329K 0.02%
2,928
+600
CEG icon
181
Constellation Energy
CEG
$118B
$325K 0.02%
987
-36
IWB icon
182
iShares Russell 1000 ETF
IWB
$46B
$315K 0.02%
863
NOC icon
183
Northrop Grumman
NOC
$79.9B
$311K 0.02%
511
-5
CMI icon
184
Cummins
CMI
$72.2B
$305K 0.02%
721
MS icon
185
Morgan Stanley
MS
$287B
$304K 0.02%
1,914
ITOT icon
186
iShares Core S&P Total US Stock Market ETF
ITOT
$81.4B
$303K 0.02%
2,081
-912
TSLA icon
187
Tesla
TSLA
$1.49T
$299K 0.02%
+673
BWXT icon
188
BWX Technologies
BWXT
$16.8B
$297K 0.02%
1,613
WELL icon
189
Welltower
WELL
$127B
$293K 0.02%
+1,645
IWN icon
190
iShares Russell 2000 Value ETF
IWN
$12.4B
$293K 0.02%
1,656
-250
EEM icon
191
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$290K 0.02%
5,439
VO icon
192
Vanguard Mid-Cap ETF
VO
$91.5B
$286K 0.02%
975
TSM icon
193
TSMC
TSM
$1.58T
$284K 0.02%
1,017
RSP icon
194
Invesco S&P 500 Equal Weight ETF
RSP
$76.1B
$280K 0.02%
1,474
CVS icon
195
CVS Health
CVS
$103B
$277K 0.02%
3,678
+550
VUG icon
196
Vanguard Growth ETF
VUG
$204B
$277K 0.02%
578
-294
BX icon
197
Blackstone
BX
$119B
$277K 0.02%
1,620
LRGF icon
198
iShares US Equity Factor ETF
LRGF
$3.04B
$276K 0.02%
3,995
VOX icon
199
Vanguard Communication Services ETF
VOX
$6.18B
$276K 0.02%
1,469
+145
VCIT icon
200
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.5B
$275K 0.02%
3,274
5 6 7
8
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