KCM

Kendall Capital Management Portfolio holdings

AUM $378M
1-Year Est. Return 20.29%
This Quarter Est. Return
1 Year Est. Return
+20.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$433K
3
+$402K
4
LEA icon
Lear
LEA
+$353K
5
CMI icon
Cummins
CMI
+$322K

Top Sells

1
+$599K
2
+$411K
3
+$321K
4
KAR icon
Openlane
KAR
+$308K
5
FI icon
Fiserv
FI
+$264K

Sector Composition

1 Technology 14.97%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Consumer Discretionary 10.88%
5 Financials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.18%
8,370
+1,800
27
$1.48M 1.16%
7,015
-65
28
$1.42M 1.12%
23,175
+1,165
29
$1.4M 1.1%
10,943
+1,655
30
$1.4M 1.1%
7,221
-305
31
$1.37M 1.08%
13,655
+255
32
$1.37M 1.08%
23,520
+1,510
33
$1.37M 1.08%
9,995
+2,577
34
$1.36M 1.07%
25,680
35
$1.35M 1.06%
23,055
+1,420
36
$1.34M 1.05%
21,015
+875
37
$1.32M 1.04%
88,894
-1,359
38
$1.31M 1.03%
34,336
+3,005
39
$1.28M 1.01%
20,025
+2,170
40
$1.27M 1%
7,250
41
$1.23M 0.97%
6,738
-1,034
42
$1.22M 0.96%
8,230
-90
43
$1.14M 0.9%
10,247
-60
44
$1.12M 0.88%
15,070
-1,620
45
$1.08M 0.85%
18,600
46
$1.06M 0.84%
11,270
-285
47
$1.06M 0.83%
6,350
+305
48
$1.05M 0.83%
41,194
+4,974
49
$1.03M 0.81%
69,510
-2,115
50
$1.02M 0.8%
38,070
+1,890
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