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
51
$6.37M 0.65%
47,271
+1,642
52
$6.36M 0.65%
17,009
+222
53
$6.34M 0.65%
52,696
+632
54
$6.17M 0.63%
149,620
-13,706
55
$5.29M 0.54%
140,317
+3,610
56
$5.28M 0.54%
19,624
-57
57
$5M 0.51%
73,166
+650
58
$4.84M 0.5%
78,053
+5,162
59
$4.74M 0.49%
12,577
+977
60
$4.66M 0.48%
47,097
-558
61
$4.59M 0.47%
25,215
+55
62
$4.52M 0.46%
34,765
+1,936
63
$4.51M 0.46%
44,291
+60
64
$4.47M 0.46%
43,828
+165
65
$4.3M 0.44%
71,301
+60,156
66
$3.84M 0.39%
56,913
-2,505
67
$3.56M 0.37%
51,529
+729
68
$3.13M 0.32%
66,775
+1,440
69
$2.97M 0.3%
+67,113
70
$2.94M 0.3%
58,060
-201
71
$2.87M 0.3%
95,235
-103,620
72
$2.7M 0.28%
48,954
-815
73
$2.62M 0.27%
10,028
-82
74
$2.6M 0.27%
22,152
-8,680
75
$2.21M 0.23%
21,983
-652
1 2
3
4 5