KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+5.01%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$572M
AUM Growth
+$24.5M
(+4.5%)
Cap. Flow
+$2.86M
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
24.03%
Holding
159
New
4
Increased
62
Reduced
52
Closed
7
Top Buys
| 1 |
CDK
CDK Global, Inc.
CDK
|
+$1.21M |
| 2 |
Qualcomm
QCOM
|
+$565K |
| 3 |
SPDR S&P Oil & Gas Equipment & Services ETF
XES
|
+$508K |
| 4 |
Xylem
XYL
|
+$506K |
| 5 |
RTX Corp
RTX
|
+$404K |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
+$1.05M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$806K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$414K |
| 4 |
Knowles
KN
|
+$241K |
| 5 |
Williams Companies
WMB
|
+$238K |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Industrials | 13.18% |
| 3 | Healthcare | 12.15% |
| 4 | Consumer Staples | 11.08% |
| 5 | Financials | 10.34% |
