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
CEG icon
176
Constellation Energy
CEG
$114B
$330K 0.02%
1,023
-25
XLU icon
177
State Street Utilities Select Sector SPDR ETF
XLU
$21.8B
$330K 0.02%
4,044
AMGN icon
178
Amgen
AMGN
$180B
$327K 0.02%
1,170
+186
BP icon
179
BP
BP
$87.5B
$326K 0.02%
10,908
-1,517
IWN icon
180
iShares Russell 2000 Value ETF
IWN
$12.4B
$301K 0.02%
1,906
-50
AMD icon
181
Advanced Micro Devices
AMD
$350B
$299K 0.02%
2,109
-225
RY icon
182
Royal Bank of Canada
RY
$240B
$298K 0.02%
2,265
HON icon
183
Honeywell
HON
$125B
$298K 0.02%
1,279
-170
IWB icon
184
iShares Russell 1000 ETF
IWB
$46.6B
$293K 0.02%
863
SMH icon
185
VanEck Semiconductor ETF
SMH
$37.4B
$285K 0.02%
1,021
VBR icon
186
Vanguard Small-Cap Value ETF
VBR
$32.5B
$274K 0.02%
1,406
VO icon
187
Vanguard Mid-Cap ETF
VO
$90.6B
$273K 0.02%
975
-44
VCIT icon
188
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.4B
$271K 0.02%
3,274
MS icon
189
Morgan Stanley
MS
$289B
$270K 0.02%
1,914
-12
RSP icon
190
Invesco S&P 500 Equal Weight ETF
RSP
$77.3B
$268K 0.02%
1,474
EEM icon
191
iShares MSCI Emerging Markets ETF
EEM
$21B
$262K 0.02%
5,439
NOC icon
192
Northrop Grumman
NOC
$83.1B
$258K 0.02%
516
-5
LRGF icon
193
iShares US Equity Factor ETF
LRGF
$3.15B
$256K 0.02%
3,995
WM icon
194
Waste Management
WM
$89.2B
$248K 0.02%
1,082
-50
XLC icon
195
State Street Communication Services Select Sector SPDR ETF
XLC
$29B
$246K 0.02%
2,270
+150
SJM icon
196
J.M. Smucker
SJM
$10.6B
$246K 0.02%
2,500
RDVY icon
197
First Trust Rising Dividend Achievers ETF
RDVY
$19.1B
$245K 0.02%
3,900
MUB icon
198
iShares National Muni Bond ETF
MUB
$41.5B
$243K 0.02%
2,328
BX icon
199
Blackstone
BX
$120B
$242K 0.02%
1,620
AEP icon
200
American Electric Power
AEP
$61.6B
$242K 0.02%
2,328
+375
5 6 7
8
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