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
76
$2.13M 0.22%
97,995
+16,870
77
$2.08M 0.21%
98,075
+9,090
78
$2.07M 0.21%
44,958
-2,389
79
$2.03M 0.21%
34,750
+500
80
$2M 0.21%
25,636
+316
81
$1.93M 0.2%
17,032
+64
82
$1.91M 0.2%
32,791
-175
83
$1.7M 0.17%
48,486
-5,871
84
$1.68M 0.17%
14,588
+265
85
$1.66M 0.17%
39,138
+30
86
$1.66M 0.17%
13,689
+325
87
$1.63M 0.17%
12,910
+300
88
$1.57M 0.16%
39,355
-984
89
$1.57M 0.16%
16,579
+559
90
$1.49M 0.15%
16,157
+960
91
$1.46M 0.15%
10,646
+409
92
$1.39M 0.14%
25,830
-507
93
$1.3M 0.13%
59,367
-6,984
94
$1.29M 0.13%
1,792
-5
95
$1.27M 0.13%
6,099
+3
96
$1.26M 0.13%
42,870
+565
97
$1.26M 0.13%
33,857
+26
98
$1.19M 0.12%
16,673
-244
99
$1.19M 0.12%
4,917
100
$1.13M 0.12%
6,999
-11
2 3
4
5 6