KCM

Kanawha Capital Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$2.4M
3
+$2.22M
4
PG icon
Procter & Gamble
PG
+$1.16M
5
APH icon
Amphenol
APH
+$1M

Top Sells

1
+$1.24M
2
+$1.09M
3
+$481K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$421K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$361K

Sector Composition

1 Technology 22.75%
2 Financials 13.21%
3 Industrials 11%
4 Healthcare 9.89%
5 Consumer Staples 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.89T
$78.4M 6.09%
208,982
-32
AAPL icon
2
Apple
AAPL
$3.9T
$72.1M 5.6%
324,370
-2,164
LOW icon
3
Lowe's Companies
LOW
$136B
$40.4M 3.13%
173,032
+627
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.06T
$39.8M 3.09%
74,799
+172
ADP icon
5
Automatic Data Processing
ADP
$114B
$35.5M 2.75%
116,083
-471
JPM icon
6
JPMorgan Chase
JPM
$818B
$34M 2.64%
138,412
+1,052
PG icon
7
Procter & Gamble
PG
$357B
$31.5M 2.45%
185,102
+6,811
IVV icon
8
iShares Core S&P 500 ETF
IVV
$672B
$30.5M 2.37%
54,287
-749
ABBV icon
9
AbbVie
ABBV
$403B
$30.2M 2.34%
144,005
-100
ORCL icon
10
Oracle
ORCL
$808B
$28.3M 2.2%
202,320
+1,141
MCD icon
11
McDonald's
MCD
$218B
$27.8M 2.16%
89,005
+957
JNJ icon
12
Johnson & Johnson
JNJ
$459B
$24.9M 1.93%
149,938
+4,079
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.14T
$24.3M 1.89%
157,198
+3,043
ABT icon
14
Abbott
ABT
$221B
$23.6M 1.83%
177,764
+120
IJH icon
15
iShares Core S&P Mid-Cap ETF
IJH
$101B
$23.2M 1.8%
398,103
-2,229
RTX icon
16
RTX Corp
RTX
$240B
$22.8M 1.77%
172,398
+1,956
ITW icon
17
Illinois Tool Works
ITW
$71.6B
$22.6M 1.76%
91,112
+338
BDX icon
18
Becton Dickinson
BDX
$53.3B
$19.2M 1.49%
83,763
+799
PEP icon
19
PepsiCo
PEP
$207B
$19.1M 1.48%
127,122
-87
CSCO icon
20
Cisco
CSCO
$279B
$19M 1.48%
308,254
+863
CVX icon
21
Chevron
CVX
$313B
$18.6M 1.45%
111,359
+993
ECL icon
22
Ecolab
ECL
$78.6B
$18.6M 1.45%
73,396
+754
CB icon
23
Chubb
CB
$111B
$18.1M 1.4%
59,813
+1,184
VEA icon
24
Vanguard FTSE Developed Markets ETF
VEA
$180B
$17.5M 1.36%
343,816
-7,104
XOM icon
25
Exxon Mobil
XOM
$492B
$17.4M 1.36%
146,678
+3,560
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