KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.45B
1-Year Est. Return
16.8%
1 Year Est. Return
+16.8%
AUM
$1.35B
AUM Growth
+$61.3M
(+4.8%)
Holding
218
Top Buys
| 1 | +$1.74M | |
| 2 | +$1.38M | |
| 3 | +$1.19M | |
| 4 |
Broadcom
AVGO
|
+$562K |
| 5 |
NVIDIA
NVDA
|
+$548K |
Top Sells
| 1 | +$8.27M | |
| 2 | +$1.84M | |
| 3 | +$1.42M | |
| 4 |
Microsoft
MSFT
|
+$1.08M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
iShares Global Tech ETF
IXN
$6.56B
| $241K | 0.02% |
+2,611
|
|
||
202
iShares Core US Aggregate Bond ETF
AGG
$132B
| $239K | 0.02% |
2,407
-122
|
|
||
203
Cummins
CMI
$66.4B
| $236K | 0.02% |
721
|
|
||
204
BWX Technologies
BWXT
$17.7B
| $232K | 0.02% |
+1,613
|
|
||
205
TSMC
TSM
$1.53T
| $230K | 0.02% |
1,017
-485
|
|
||
206
CarMax
KMX
$4.81B
| $230K | 0.02% |
3,424
-153
|
|
||
207
Vanguard Communication Services ETF
VOX
$5.69B
| $226K | 0.02% |
+1,324
|
|
||
208
Vanguard Large-Cap ETF
VV
$47B
| $223K | 0.02% |
782
|
|
||
209
Corteva
CTVA
$43.7B
| $223K | 0.02% |
+2,992
|
|
||
210
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
| $223K | 0.02% |
4,544
-150
|
|
||
211
Intuitive Surgical
ISRG
$201B
| $222K | 0.02% |
408
-54
|
|
||
212
CVS Health
CVS
$98.8B
| $216K | 0.02% |
+3,128
|
|
||
213
Sunoco
SUN
$9.5B
| $204K | 0.02% |
3,800
|
|
||
214
PPG Industries
PPG
$21.2B
| – | – |
-2,195
|
|
||
215
Hershey
HSY
$33.7B
| – | – |
-1,500
|
|
||
216
General Mills
GIS
$24.7B
| – | – |
-3,704
|
|
||
217
Boston Scientific
BSX
$148B
| – | – |
-2,081
|
|
||
218
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.09B
| – | – |
-16,850
|
|