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
1
$52.5M 5.39%
235,926
+601
2
$51.4M 5.28%
387,402
-1,569
3
$32.5M 3.33%
202,385
+803
4
$25.4M 2.61%
182,814
-56
5
$25.1M 2.57%
159,384
+3,605
6
$24.5M 2.52%
173,282
+885
7
$21.3M 2.19%
120,890
+310
8
$20.5M 2.11%
116,207
-654
9
$20.1M 2.07%
82,460
+650
10
$20M 2.06%
183,059
+743
11
$20M 2.05%
134,619
+1,040
12
$18.7M 1.92%
87,179
+191
13
$18.6M 1.91%
405,255
+4,770
14
$17.9M 1.84%
87,775
+465
15
$17.8M 1.83%
47,423
+1,238
16
$17.3M 1.78%
161,818
+960
17
$17M 1.75%
341,626
+3,462
18
$16.8M 1.73%
72,597
+477
19
$16.5M 1.7%
130,154
+973
20
$16.3M 1.67%
345,044
+6,220
21
$15.8M 1.63%
80,790
+147
22
$14.9M 1.53%
198,431
+3,702
23
$14.1M 1.44%
59,174
+1,896
24
$13.6M 1.4%
62,823
+1,145
25
$13.1M 1.34%
201,878
+158
1
2 3 4 5