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
$178M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.13M
3
+$945K
4
TGNA icon
TEGNA Inc
TGNA
+$708K
5
ACI icon
Albertsons Companies
ACI
+$633K

Top Sells

1
+$985K
2
+$636K
3
+$563K
4
URI icon
United Rentals
URI
+$292K
5
STL
Sterling Bancorp
STL
+$285K

Sector Composition

1 Technology 17.86%
2 Healthcare 13.15%
3 Financials 12.52%
4 Industrials 11%
5 Communication Services 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.63%
13,357
+432
52
$1.11M 0.63%
9,352
+1,542
53
$1.11M 0.63%
6,753
-49
54
$1.1M 0.62%
4,515
+190
55
$1.09M 0.62%
20,662
-302
56
$999K 0.56%
56,065
-1,170
57
$996K 0.56%
10,500
+1,195
58
$967K 0.54%
34,035
-3,615
59
$945K 0.53%
+6,194
60
$936K 0.53%
17,440
-599
61
$919K 0.52%
49,227
-400
62
$903K 0.51%
11,565
-1,575
63
$891K 0.5%
48,025
-2,120
64
$883K 0.5%
5,000
-250
65
$883K 0.5%
45,670
+245
66
$859K 0.48%
41,993
67
$839K 0.47%
3,470
-20
68
$828K 0.47%
17,330
-680
69
$828K 0.47%
21,623
+6,219
70
$802K 0.45%
9,625
+3,021
71
$773K 0.43%
5,518
-538
72
$768K 0.43%
21,795
+7,807
73
$749K 0.42%
16,835
-410
74
$736K 0.41%
10,900
-710
75
$727K 0.41%
3,263
+67
1 2
3
4 5