KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+3.45%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$654M
AUM Growth
+$12.6M
(+2%)
Cap. Flow
-$6.01M
Cap. Flow
% of AUM
-0.92%
Top 10 Holdings %
Top 10 Hldgs %
23.72%
Holding
170
New
2
Increased
35
Reduced
99
Closed
3
Top Buys
| 1 |
DuPont de Nemours
DD
|
$5.56M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.01M |
| 3 |
Cigna
CI
|
$390K |
| 4 |
Baker Hughes
BKR
|
$379K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$263K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$5.11M |
| 2 |
Dominion Energy
D
|
$1.6M |
| 3 |
Colgate-Palmolive
CL
|
$801K |
| 4 |
BHI
Baker Hughes
BHI
|
$604K |
| 5 |
GE Aerospace
GE
|
$441K |
Sector Composition
| 1 | Technology | 13.11% |
| 2 | Industrials | 12.58% |
| 3 | Healthcare | 12.54% |
| 4 | Financials | 12.22% |
| 5 | Consumer Staples | 10.18% |
