KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+0.44%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$1.29B
AUM Growth
+$12.4M
(+0.98%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
32.67%
Holding
219
New
9
Increased
98
Reduced
68
Closed
7
Top Buys
| 1 |
Aflac
AFL
|
+$8.69M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$2.4M |
| 3 |
NVIDIA
NVDA
|
+$2.22M |
| 4 |
Procter & Gamble
PG
|
+$1.16M |
| 5 |
Amphenol
APH
|
+$1M |
Top Sells
| 1 |
Texas Instruments
TXN
|
+$1.24M |
| 2 |
Intel
INTC
|
+$1.09M |
| 3 |
Apple
AAPL
|
+$481K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$421K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$361K |
Sector Composition
| 1 | Technology | 22.75% |
| 2 | Financials | 13.21% |
| 3 | Industrials | 11% |
| 4 | Healthcare | 9.89% |
| 5 | Consumer Staples | 9.22% |
