KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
This Quarter Return
+18.29%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$808M
AUM Growth
+$808M
(+18%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
30.57%
Holding
197
New
17
Increased
81
Reduced
63
Closed
8
Top Buys
| 1 |
Otis Worldwide
OTIS
|
$3.57M |
| 2 |
Carrier Global
CARR
|
$2.86M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.41M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$616K |
| 5 |
US Bancorp
USB
|
$573K |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$735K |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$305K |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$277K |
| 4 |
Capital One
COF
|
$256K |
| 5 |
WRK
WestRock Company
WRK
|
$234K |
Sector Composition
| 1 | Technology | 20.22% |
| 2 | Healthcare | 12.89% |
| 3 | Consumer Staples | 10.35% |
| 4 | Industrials | 9.67% |
| 5 | Consumer Discretionary | 9.22% |
