KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+4.49%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$628M
AUM Growth
+$32.5M
(+5.5%)
Cap. Flow
+$9.37M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
24.11%
Holding
168
New
4
Increased
75
Reduced
57
Closed
3
Top Buys
| 1 |
Dominion Energy
D
|
+$897K |
| 2 |
AT&T
T
|
+$895K |
| 3 |
Nike
NKE
|
+$667K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$573K |
| 5 |
Royal Bank of Canada
RY
|
+$483K |
Top Sells
| 1 |
STJ
St Jude Medical
STJ
|
+$498K |
| 2 |
Parker-Hannifin
PH
|
+$297K |
| 3 |
CDK
CDK Global, Inc.
CDK
|
+$272K |
| 4 |
Dell
DELL
|
+$244K |
| 5 |
BCR
CR Bard Inc.
BCR
|
+$227K |
Sector Composition
| 1 | Technology | 13.11% |
| 2 | Industrials | 12.76% |
| 3 | Financials | 12.14% |
| 4 | Healthcare | 12.04% |
| 5 | Consumer Staples | 10.86% |
