KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+5.47%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$1.09B
AUM Growth
+$63.2M
(+6.2%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
29.52%
Holding
206
New
2
Increased
83
Reduced
76
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.99M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.25M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$902K |
| 4 |
Invesco QQQ Trust
QQQ
|
$621K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$616K |
Top Sells
| 1 |
AT&T
T
|
$823K |
| 2 |
Microsoft
MSFT
|
$779K |
| 3 |
Target
TGT
|
$366K |
| 4 |
iShares Gold Trust
IAU
|
$174K |
| 5 |
Exxon Mobil
XOM
|
$171K |
Sector Composition
| 1 | Technology | 19.56% |
| 2 | Healthcare | 11.36% |
| 3 | Industrials | 10.98% |
| 4 | Financials | 10.27% |
| 5 | Consumer Staples | 10.07% |
