KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+5.28%
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
+$43.6M
(+4.2%)
Cap. Flow
-$1.58M
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
33.29%
Holding
210
New
4
Increased
60
Reduced
106
Closed
2
Top Buys
| 1 |
Texas Instruments
TXN
|
$1.07M |
| 2 |
Amphenol
APH
|
$557K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$556K |
| 4 |
Blackrock
BLK
|
$336K |
| 5 |
US Bancorp
USB
|
$335K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.96M |
| 2 |
Northern Trust
NTRS
|
$714K |
| 3 |
DuPont de Nemours
DD
|
$495K |
| 4 |
Lowe's Companies
LOW
|
$402K |
| 5 |
AT&T
T
|
$294K |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 11.24% |
| 3 | Industrials | 10.79% |
| 4 | Consumer Staples | 9.85% |
| 5 | Consumer Discretionary | 9.69% |
