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KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$3.64M
3
+$2.19M
4
WAT icon
Waters Corp
WAT
+$2.09M
5
AMZN icon
Amazon
AMZN
+$969K

Top Sells

1
+$2.24M
2
+$2.23M
3
+$1.73M
4
TFC icon
Truist Financial
TFC
+$810K
5
KMB icon
Kimberly-Clark
KMB
+$729K

Sector Composition

1 Technology 21.57%
2 Financials 12.37%
3 Industrials 12.05%
4 Healthcare 9.44%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
201
Adobe
ADBE
$90.8B
$251K 0.02%
1,031
-6
WELL icon
202
Welltower
WELL
$150B
$249K 0.02%
1,261
-1
SUN icon
203
Sunoco
SUN
$12.4B
$247K 0.02%
+3,800
BWXT icon
204
BWX Technologies
BWXT
$17.5B
$244K 0.02%
1,193
-220
SJM icon
205
J.M. Smucker
SJM
$12.4B
$241K 0.02%
2,500
MS icon
206
Morgan Stanley
MS
$332B
$240K 0.02%
1,458
-456
CTVA icon
207
Corteva
CTVA
$50.1B
$240K 0.02%
2,863
-173
WM icon
208
Waste Management
WM
$89B
$237K 0.02%
1,032
IXN icon
209
iShares Global Tech ETF
IXN
$9.08B
$231K 0.02%
2,309
VTEB icon
210
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$227K 0.02%
4,544
VV icon
211
Vanguard Large-Cap ETF
VV
$51.4B
$227K 0.02%
758
-24
DD icon
212
DuPont de Nemours
DD
$18.6B
$223K 0.02%
4,859
-377
EPD icon
213
Enterprise Products Partners
EPD
$81.9B
$220K 0.02%
5,804
-867
VONG icon
214
Vanguard Russell 1000 Growth ETF
VONG
$43.4B
$219K 0.02%
+1,998
BX icon
215
Blackstone
BX
$145B
$217K 0.02%
+1,890
MU icon
216
Micron Technology
MU
$1.05T
$215K 0.02%
+636
VCIT icon
217
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$215K 0.02%
2,595
MUB icon
218
iShares National Muni Bond ETF
MUB
$45.2B
$214K 0.02%
2,012
-201
ASML icon
219
ASML
ASML
$714B
$202K 0.01%
+153
WAB icon
220
Wabtec
WAB
$44.5B
$201K 0.01%
+803
NFGC
221
New Found Gold
NFGC
$580M
$27.2K ﹤0.01%
+14,000
CEG icon
222
Constellation Energy
CEG
$87.7B
– –
-987
CVS icon
223
CVS Health
CVS
$127B
– –
-3,128
HEDJ icon
224
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.85B
– –
-8,700
ISRG icon
225
Intuitive Surgical
ISRG
$147B
– –
-398
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