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
201
$178K 0.02%
11,244
-689
202
$43K ﹤0.01%
+1,226
203
-24,950
204
-59,168