KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+9.97%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$1.09B
AUM Growth
+$56.7M
(+5.5%)
Cap. Flow
-$36M
Cap. Flow
% of AUM
-3.3%
Top 10 Holdings %
Top 10 Hldgs %
33.13%
Holding
213
New
9
Increased
38
Reduced
125
Closed
10
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.43M |
| 2 |
Broadcom
AVGO
|
+$1.18M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
+$1.02M |
| 4 |
Amphenol
APH
|
+$496K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$463K |
Top Sells
| 1 |
Apple
AAPL
|
+$2.36M |
| 2 |
Microsoft
MSFT
|
+$2.22M |
| 3 |
Dominion Energy
D
|
+$1.87M |
| 4 |
Walt Disney
DIS
|
+$1.49M |
| 5 |
AbbVie
ABBV
|
+$1.39M |
Sector Composition
| 1 | Technology | 23.72% |
| 2 | Industrials | 10.91% |
| 3 | Financials | 10.26% |
| 4 | Healthcare | 10.17% |
| 5 | Consumer Staples | 9.69% |
