KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+11.82%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$1.18B
AUM Growth
+$104M
(+9.6%)
Cap. Flow
-$13.3M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
31.59%
Holding
202
New
3
Increased
48
Reduced
110
Closed
1
Top Buys
| 1 |
VMW
VMware, Inc
VMW
|
+$653K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$497K |
| 3 |
Verizon
VZ
|
+$474K |
| 4 |
Walt Disney
DIS
|
+$461K |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
+$433K |
Top Sells
| 1 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$2.65M |
| 2 |
AT&T
T
|
+$1.45M |
| 3 |
Microsoft
MSFT
|
+$1.25M |
| 4 |
Apple
AAPL
|
+$1.24M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.2M |
Sector Composition
| 1 | Technology | 21.09% |
| 2 | Healthcare | 11.41% |
| 3 | Industrials | 10.38% |
| 4 | Consumer Discretionary | 10.21% |
| 5 | Consumer Staples | 10.05% |
