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
$115M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$790K
2
+$700K
3
+$500K
4
KAR icon
Openlane
KAR
+$485K
5
XPO icon
XPO
XPO
+$359K

Top Sells

1
+$423K
2
+$413K
3
+$366K
4
SPB icon
Spectrum Brands
SPB
+$351K
5
MSCC
Microsemi Corp
MSCC
+$262K

Sector Composition

1 Industrials 13%
2 Healthcare 12.31%
3 Technology 12.03%
4 Consumer Discretionary 10.16%
5 Financials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$778K 0.67%
17,525
-210
52
$774K 0.67%
9,990
-350
53
$751K 0.65%
7,740
+125
54
$738K 0.64%
8,486
+2,084
55
$738K 0.64%
11,265
+550
56
$723K 0.63%
7,505
+965
57
$720K 0.62%
4,908
+635
58
$696K 0.6%
5,178
+190
59
$693K 0.6%
6,689
+445
60
$667K 0.58%
7,740
+75
61
$629K 0.55%
10,521
-488
62
$614K 0.53%
8,530
+125
63
$601K 0.52%
8,297
+1,947
64
$566K 0.49%
11,980
+2,175
65
$560K 0.49%
9,108
+1,392
66
$553K 0.48%
15,815
-200
67
$549K 0.48%
13,335
-125
68
$541K 0.47%
15,070
69
$512K 0.44%
9,670
+800
70
$507K 0.44%
4,510
+125
71
$485K 0.42%
+23,619
72
$482K 0.42%
3,425
+100
73
$462K 0.4%
8,345
-465
74
$448K 0.39%
3,890
+390
75
$443K 0.38%
26,850
+1,350
1 2
3
4 5