KCM

Kendall Capital Management Portfolio holdings

AUM $444M
1-Year Est. Return 23.09%
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.18M
3
+$871K
4
CIVI icon
Civitas Resources
CIVI
+$743K
5
AVT icon
Avnet
AVT
+$632K

Top Sells

1
+$1.03M
2
+$622K
3
+$513K
4
KLAC icon
KLA
KLAC
+$420K
5
MET icon
MetLife
MET
+$319K

Sector Composition

1 Technology 19.27%
2 Healthcare 14.98%
3 Financials 11.82%
4 Industrials 10.17%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1%
73,735
+10,551
27
$1.94M 0.98%
34,410
-2,070
28
$1.81M 0.91%
2,508
-10
29
$1.73M 0.88%
22,505
-350
30
$1.68M 0.85%
14,570
-980
31
$1.66M 0.84%
44,533
+800
32
$1.64M 0.83%
6,133
33
$1.63M 0.83%
8,539
+2,228
34
$1.55M 0.78%
4,357
-78
35
$1.53M 0.77%
45,938
-1,700
36
$1.51M 0.76%
109,769
-17,960
37
$1.5M 0.76%
6,246
-395
38
$1.49M 0.75%
8,519
-30
39
$1.49M 0.75%
16,885
-1,070
40
$1.49M 0.75%
89,738
-2,020
41
$1.48M 0.75%
12,785
+2,965
42
$1.39M 0.7%
5,737
-610
43
$1.34M 0.68%
12,465
-185
44
$1.33M 0.67%
63,954
-125
45
$1.31M 0.66%
3,765
-25
46
$1.29M 0.65%
7,301
-219
47
$1.28M 0.65%
5,192
-465
48
$1.27M 0.64%
30,546
+15,211
49
$1.26M 0.64%
13,575
-25
50
$1.26M 0.64%
30,730
+4,040
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