KCM

Kanawha Capital Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$974M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.97M
3
+$1.43M
4
CSX icon
CSX Corp
CSX
+$584K
5
JNJ icon
Johnson & Johnson
JNJ
+$567K

Top Sells

1
+$3.57M
2
+$3.13M
3
+$1.02M
4
XOM icon
Exxon Mobil
XOM
+$565K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$529K

Sector Composition

1 Technology 19.69%
2 Healthcare 12.21%
3 Consumer Staples 10.71%
4 Industrials 10.65%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 1.34%
291,144
+3,742
27
$12.9M 1.32%
71,142
+1,548
28
$12.7M 1.3%
86,828
+716
29
$11.6M 1.2%
198,275
+7,881
30
$11.4M 1.17%
237,689
+3,237
31
$11M 1.13%
125,960
-100
32
$11M 1.13%
132,337
+17,290
33
$10.2M 1.04%
66,624
+1,100
34
$10.1M 1.03%
140,949
+1,125
35
$9.93M 1.02%
181,095
+5,312
36
$9M 0.92%
96,671
+790
37
$8.97M 0.92%
106,265
-4,407
38
$8.96M 0.92%
178,831
+1,715
39
$8.84M 0.91%
189,668
+1,151
40
$8.78M 0.9%
33,040
+848
41
$8.7M 0.89%
74,298
+168
42
$8.5M 0.87%
31,096
+965
43
$8.38M 0.86%
227,654
-10,714
44
$8.31M 0.85%
30,516
-29
45
$7.75M 0.8%
90,688
+1,155
46
$7.56M 0.78%
94,031
-1,171
47
$7.21M 0.74%
84,944
+2,075
48
$7.04M 0.72%
45,744
-110
49
$6.88M 0.71%
112,056
+2,970
50
$6.83M 0.7%
314,470
+403
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2
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