KCM
Kanawha Capital Management Portfolio holdings
AUM
$1.35B
1-Year Return
17.04%
This Quarter Return
+11.92%
1 Year Return
+17.04%
3 Year Return
+54.17%
5 Year Return
+102.49%
10 Year Return
+216.88%
AUM
$974M
AUM Growth
+$105M
(+12%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
30.11%
Holding
208
New
13
Increased
107
Reduced
62
Closed
3
Top Buys
| 1 |
Unilever
UL
|
+$3.63M |
| 2 |
Nasdaq
NDAQ
|
+$2.97M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.43M |
| 4 |
CSX Corp
CSX
|
+$584K |
| 5 |
Johnson & Johnson
JNJ
|
+$567K |
Top Sells
| 1 |
UN
Unilever NV New York Registry Shares
UN
|
+$3.57M |
| 2 |
Wells Fargo
WFC
|
+$3.13M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$1.02M |
| 4 |
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% |
