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
151
$402K 0.04%
2,655
152
$383K 0.04%
4,186
+21
153
$378K 0.04%
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+413
154
$376K 0.04%
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155
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-15
156
$366K 0.04%
14,876
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157
$365K 0.04%
31,016
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158
$365K 0.04%
7,625
159
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160
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161
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3,004
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162
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163
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164
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165
$316K 0.03%
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166
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167
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168
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169
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170
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-5,385
171
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1,002
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172
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1,012
173
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1,113
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174
$286K 0.03%
21,880
-1,720
175
$276K 0.03%
4,994
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7
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