KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
-0.4%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$548M
AUM Growth
+$2.1M
(+0.39%)
Cap. Flow
+$6.98M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
23.62%
Holding
161
New
2
Increased
90
Reduced
39
Closed
6
Top Buys
| 1 |
ConocoPhillips
COP
|
+$503K |
| 2 |
RTX Corp
RTX
|
+$486K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$468K |
| 4 |
PepsiCo
PEP
|
+$445K |
| 5 |
GE Aerospace
GE
|
+$442K |
Top Sells
| 1 |
Incyte
INCY
|
+$564K |
| 2 |
APA Corp
APA
|
+$261K |
| 3 |
3M
MMM
|
+$246K |
| 4 |
DRTX
DURATA THERAPEUTICS INC COM STK (DE)
DRTX
|
+$221K |
| 5 |
HES
Hess
HES
|
+$219K |
Sector Composition
| 1 | Technology | 13.74% |
| 2 | Industrials | 12.73% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Staples | 10.82% |
| 5 | Energy | 10.45% |
