KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+0.7%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$1.28B
AUM Growth
+$24.9M
(+2%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
32.23%
Holding
231
New
13
Increased
121
Reduced
65
Closed
2
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1.96M |
| 2 |
Apple
AAPL
|
+$1.9M |
| 3 |
Microsoft
MSFT
|
+$1.65M |
| 4 |
Procter & Gamble
PG
|
+$1.44M |
| 5 |
Qualcomm
QCOM
|
+$1.42M |
Top Sells
| 1 |
3M
MMM
|
+$998K |
| 2 |
CVS Health
CVS
|
+$921K |
| 3 |
Bristol-Myers Squibb
BMY
|
+$488K |
| 4 |
Intel
INTC
|
+$447K |
| 5 |
Kenvue
KVUE
|
+$409K |
Sector Composition
| 1 | Technology | 23.62% |
| 2 | Financials | 10.21% |
| 3 | Industrials | 10.03% |
| 4 | Consumer Staples | 9.38% |
| 5 | Healthcare | 9.1% |
