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
176
$269K 0.03%
13,095
-1,125
177
$268K 0.03%
1,146
-115
178
$266K 0.03%
2,200
179
$264K 0.03%
767
180
$263K 0.03%
+3,047
181
$260K 0.03%
2,040
-25
182
$255K 0.03%
11,200
-1,600
183
$237K 0.02%
200
184
$234K 0.02%
5,260
-300
185
$232K 0.02%
3,437
186
$231K 0.02%
1,018
+3
187
$231K 0.02%
+719
188
$231K 0.02%
1,089
-35
189
$223K 0.02%
882
190
$221K 0.02%
+4,850
191
$220K 0.02%
1,884
+3
192
$216K 0.02%
+3,094
193
$215K 0.02%
1,104
-123
194
$209K 0.02%
+13,875
195
$206K 0.02%
+1,220
196
$206K 0.02%
2,505
-1,390
197
$206K 0.02%
+3,292
198
$202K 0.02%
+1,323
199
$190K 0.02%
+5,244
200
$183K 0.02%
15,482
-520
5 6 7
8
9