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
$104M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$611K
3
+$561K
4
UNM icon
Unum
UNM
+$425K
5
INTC icon
Intel
INTC
+$403K

Top Sells

1
+$8.93M
2
+$521K
3
+$477K
4
RHP icon
Ryman Hospitality Properties
RHP
+$380K
5
AVGO icon
Broadcom
AVGO
+$329K

Sector Composition

1 Technology 17.76%
2 Healthcare 15.56%
3 Industrials 13.39%
4 Financials 12.83%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$786K 0.75%
5,591
+821
52
$781K 0.75%
8,043
53
$729K 0.7%
6,605
+1,090
54
$724K 0.69%
25,810
-185
55
$721K 0.69%
14,483
-2,691
56
$709K 0.68%
25,230
57
$692K 0.66%
13,745
-177,378
58
$658K 0.63%
15,125
-1,100
59
$657K 0.63%
9,995
-350
60
$648K 0.62%
3,819
-1,437
61
$627K 0.6%
89,248
+30,160
62
$566K 0.54%
61,285
+425
63
$560K 0.54%
23,955
+885
64
$537K 0.51%
5,330
+945
65
$489K 0.47%
6,621
+1,666
66
$463K 0.44%
3,453
-1,057
67
$450K 0.43%
16,175
+3,100
68
$446K 0.43%
39,522
+15,522
69
$433K 0.41%
1,575
-20
70
$432K 0.41%
3,605
71
$425K 0.41%
+25,590
72
$422K 0.4%
11,472
-384
73
$413K 0.4%
4,445
+1,410
74
$401K 0.38%
1,595
-135
75
$390K 0.37%
19,715
+600
1 2
3
4 5