KCM
Kanawha Capital Management Portfolio holdings
AUM $1.35B
1-Year Return
17.04%
This Quarter Return
+7.54%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$683M
AUM Growth
+$29M
(+4.4%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-2.24%
Top 10 Holdings %
Top 10 Hldgs %
25.05%
Holding
170
New
3
Increased
44
Reduced
90
Closed
3
Top Buys
| 1 |
Becton Dickinson
BDX
|
+$3.17M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$588K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$434K |
| 4 |
Walmart
WMT
|
+$229K |
| 5 |
Medtronic
MDT
|
+$228K |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
+$9.87M |
| 2 |
GE Aerospace
GE
|
+$1.47M |
| 3 |
Philip Morris
PM
|
+$721K |
| 4 |
APA Corp
APA
|
+$702K |
| 5 |
Altria Group
MO
|
+$684K |
Sector Composition
| 1 | Technology | 13.84% |
| 2 | Healthcare | 13% |
| 3 | Industrials | 12.67% |
| 4 | Financials | 12.54% |
| 5 | Consumer Staples | 9.98% |
