KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+4.07%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$595M
AUM Growth
-$1.12M
(-0.19%)
Cap. Flow
-$19.5M
Cap. Flow
% of AUM
-3.27%
Top 10 Holdings %
Top 10 Hldgs %
23.92%
Holding
167
New
3
Increased
15
Reduced
116
Closed
3
Top Buys
| 1 |
Nike
NKE
|
+$1.63M |
| 2 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$658K |
| 3 |
VSM
Versum Materials, Inc.
VSM
|
+$385K |
| 4 |
Bristol-Myers Squibb
BMY
|
+$285K |
| 5 |
Phillips 66
PSX
|
+$210K |
Top Sells
| 1 |
CDK
CDK Global, Inc.
CDK
|
+$736K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$676K |
| 3 |
Apple
AAPL
|
+$631K |
| 4 |
Lowe's Companies
LOW
|
+$613K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$569K |
Sector Composition
| 1 | Industrials | 13% |
| 2 | Technology | 12.7% |
| 3 | Financials | 12.58% |
| 4 | Healthcare | 11.81% |
| 5 | Consumer Staples | 10.89% |
