KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+2.7%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$582M
AUM Growth
+$25.3M
(+4.6%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
24.21%
Holding
170
New
11
Increased
78
Reduced
45
Closed
3
Top Buys
| 1 |
Chubb
CB
|
+$4.34M |
| 2 |
Public Service Enterprise Group
PEG
|
+$1.14M |
| 3 |
Accenture
ACN
|
+$646K |
| 4 |
Chevron
CVX
|
+$585K |
| 5 |
McKesson
MCK
|
+$541K |
Top Sells
| 1 |
CB
CHUBB CORPORATION
CB
|
+$5.71M |
| 2 |
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
|
+$680K |
| 3 |
Vanguard Materials ETF
VAW
|
+$625K |
| 4 |
Deere & Co
DE
|
+$231K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$211K |
Sector Composition
| 1 | Technology | 13.1% |
| 2 | Industrials | 12.49% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Staples | 12.02% |
| 5 | Financials | 10.4% |
