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
101
$1.11M 0.11%
13,431
-211
102
$1.11M 0.11%
2,387
+5
103
$1.09M 0.11%
14,975
+506
104
$1.09M 0.11%
6,922
+110
105
$1.05M 0.11%
25,661
-355
106
$980K 0.1%
11,088
107
$961K 0.1%
5,900
+80
108
$950K 0.1%
21,210
+250
109
$894K 0.09%
2,721
+4
110
$884K 0.09%
2,520
+11
111
$874K 0.09%
12,955
+540
112
$873K 0.09%
28,863
+19,305
113
$802K 0.08%
10,220
+350
114
$797K 0.08%
5,489
+702
115
$775K 0.08%
8,350
+1,105
116
$759K 0.08%
4,507
+332
117
$748K 0.08%
3,704
118
$744K 0.08%
4,530
+13
119
$714K 0.07%
4,841
-1,213
120
$710K 0.07%
3,411
-57
121
$641K 0.07%
10,957
+184
122
$601K 0.06%
4,019
+158
123
$600K 0.06%
1,912
+387
124
$585K 0.06%
10,539
+256
125
$580K 0.06%
6,547
+325
3 4
5
6 7