KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
-4.17%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$1.03B
AUM Growth
-$53.8M
(-4.9%)
Cap. Flow
-$2.28M
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
32.65%
Holding
210
New
2
Increased
55
Reduced
105
Closed
6
Top Buys
| 1 |
Kenvue
KVUE
|
+$3.21M |
| 2 |
Chubb
CB
|
+$740K |
| 3 |
Texas Instruments
TXN
|
+$420K |
| 4 |
JPMorgan Chase
JPM
|
+$401K |
| 5 |
Qualcomm
QCOM
|
+$385K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$2.75M |
| 2 |
Wells Fargo
WFC
|
+$1.26M |
| 3 |
CVS Health
CVS
|
+$679K |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$630K |
| 5 |
Apple
AAPL
|
+$561K |
Sector Composition
| 1 | Technology | 23.01% |
| 2 | Healthcare | 11.08% |
| 3 | Industrials | 10.56% |
| 4 | Consumer Staples | 9.92% |
| 5 | Financials | 9.72% |
