KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
This Quarter Return
+2.18%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$596M
AUM Growth
+$596M
(-0.28%)
Cap. Flow
-$11.2M
Cap. Flow
% of AUM
-1.87%
Top 10 Holdings %
Top 10 Hldgs %
24.17%
Holding
167
New
2
Increased
37
Reduced
90
Closed
3
Top Buys
| 1 |
Dell
DELL
|
$1.07M |
| 2 |
Bristol-Myers Squibb
BMY
|
$263K |
| 3 |
CVS Health
CVS
|
$222K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$201K |
| 5 |
Walt Disney
DIS
|
$174K |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$5.85M |
| 2 |
Caterpillar
CAT
|
$596K |
| 3 |
Apple
AAPL
|
$516K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$483K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$450K |
Sector Composition
| 1 | Healthcare | 12.93% |
| 2 | Industrials | 12.67% |
| 3 | Technology | 12.64% |
| 4 | Consumer Staples | 11.61% |
| 5 | Financials | 10.66% |
