KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
This Quarter Return
+7.75%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$857M
AUM Growth
+$857M
(+11%)
Cap. Flow
+$32.8M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
27.24%
Holding
195
New
15
Increased
121
Reduced
38
Closed
4
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$3.5M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.72M |
| 3 |
Microsoft
MSFT
|
$1.18M |
| 4 |
Procter & Gamble
PG
|
$979K |
| 5 |
Abbott
ABT
|
$945K |
Top Sells
| 1 |
Coca-Cola
KO
|
$574K |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$524K |
| 3 |
NewMarket
NEU
|
$360K |
| 4 |
Philip Morris
PM
|
$289K |
| 5 |
Altria Group
MO
|
$281K |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Healthcare | 12.6% |
| 3 | Financials | 11.52% |
| 4 | Industrials | 10.63% |
| 5 | Consumer Staples | 10.13% |
