KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
This Quarter Return
+1.88%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$455M
AUM Growth
–
Cap. Flow
+$455M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.8%
Holding
146
New
146
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$15.6M |
| 2 |
Procter & Gamble
PG
|
$13.8M |
| 3 |
Johnson & Johnson
JNJ
|
$13M |
| 4 |
PepsiCo
PEP
|
$12.1M |
| 5 |
RTX Corp
RTX
|
$11.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.86% |
| 2 | Industrials | 12.33% |
| 3 | Consumer Staples | 12.33% |
| 4 | Energy | 11.28% |
| 5 | Healthcare | 11.22% |
