KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
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
126
$573K 0.06%
4,083
-1
127
$572K 0.06%
17,248
-570
128
$555K 0.06%
8,092
129
$551K 0.06%
5,724
-240
130
$546K 0.06%
4,619
+311
131
$544K 0.06%
5,012
-43
132
$538K 0.06%
16,009
-360
133
$532K 0.05%
24,300
+5,500
134
$519K 0.05%
7,180
135
$518K 0.05%
1,698
+2
136
$514K 0.05%
16,949
+518
137
$511K 0.05%
5,925
+615
138
$504K 0.05%
2,824
+50
139
$504K 0.05%
1,200
140
$498K 0.05%
9,647
-265
141
$481K 0.05%
22,497
142
$477K 0.05%
8,700
-300
143
$470K 0.05%
+25,068
144
$453K 0.05%
4,736
+1,936
145
$447K 0.05%
9,309
-393
146
$441K 0.05%
5,040
-160
147
$430K 0.04%
7,910
-300
148
$423K 0.04%
845
+5
149
$410K 0.04%
4,403
150
$407K 0.04%
1,860
-196
4 5
6
7 8