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
51
$930K 0.73%
2,476
+483
52
$897K 0.71%
437
+40
53
$886K 0.7%
48,855
+14,855
54
$884K 0.7%
18,424
-602
55
$883K 0.7%
10,190
+1,415
56
$880K 0.69%
22,270
+7,202
57
$839K 0.66%
5,620
+740
58
$834K 0.66%
4,614
-78
59
$781K 0.61%
21,760
-310
60
$761K 0.6%
26,055
-150
61
$754K 0.59%
52,565
+34,125
62
$719K 0.57%
12,180
-2,175
63
$708K 0.56%
5,090
-820
64
$704K 0.55%
16,705
+9,530
65
$656K 0.52%
4,494
+274
66
$646K 0.51%
6,895
-760
67
$640K 0.5%
17,575
+3,065
68
$628K 0.49%
8,998
-2
69
$619K 0.49%
12,805
+132
70
$589K 0.46%
27,940
-625
71
$576K 0.45%
1,627
-160
72
$536K 0.42%
60,185
-11,125
73
$522K 0.41%
11,565
-2,630
74
$518K 0.41%
1,800
-30
75
$483K 0.38%
4,054
+24
1 2
3
4 5