KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
This Quarter Return
-19.07%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$685M
AUM Growth
+$685M
(-20%)
Cap. Flow
+$6.24M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
29.68%
Holding
198
New
7
Increased
88
Reduced
64
Closed
18
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$940K |
| 2 |
Apple
AAPL
|
$826K |
| 3 |
IBM
IBM
|
$685K |
| 4 |
Cisco
CSCO
|
$678K |
| 5 |
Ecolab
ECL
|
$661K |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$1.57M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.54M |
| 3 |
Elevance Health
ELV
|
$536K |
| 4 |
GE Aerospace
GE
|
$472K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$416K |
Sector Composition
| 1 | Technology | 19.09% |
| 2 | Healthcare | 13.72% |
| 3 | Consumer Staples | 10.92% |
| 4 | Financials | 9.55% |
| 5 | Industrials | 9.43% |
