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
$185M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.01M
3
+$938K
4
VCTR icon
Victory Capital Holdings
VCTR
+$934K
5
CBNK icon
Capital Bancorp
CBNK
+$900K

Top Sells

1
+$859K
2
+$587K
3
+$388K
4
WBA
Walgreens Boots Alliance
WBA
+$302K
5
URI icon
United Rentals
URI
+$296K

Sector Composition

1 Technology 18.13%
2 Financials 13.03%
3 Healthcare 13%
4 Communication Services 10.47%
5 Industrials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.68%
10,127
+775
52
$1.23M 0.67%
7,878
-75
53
$1.22M 0.66%
16,238
+1,100
54
$1.2M 0.65%
7,435
+682
55
$1.18M 0.64%
13,852
+495
56
$1.12M 0.61%
8,610
+410
57
$1.12M 0.6%
20,526
-136
58
$1.11M 0.6%
18,200
-400
59
$1.09M 0.59%
7,179
+2,720
60
$1.01M 0.55%
5,148
-80
61
$1M 0.54%
9,245
+2,760
62
$979K 0.53%
52,815
-3,250
63
$962K 0.52%
4,524
+9
64
$950K 0.51%
21,465
+4,630
65
$928K 0.5%
25,356
+3,733
66
$924K 0.5%
10,797
+1,172
67
$909K 0.49%
4,800
-200
68
$908K 0.49%
33,174
+15,474
69
$902K 0.49%
25,836
+4,041
70
$900K 0.49%
+37,393
71
$878K 0.47%
44,480
-1,190
72
$867K 0.47%
17,870
+11,650
73
$861K 0.47%
50,197
+970
74
$849K 0.46%
17,255
+2,655
75
$848K 0.46%
5,835
+1,790
1 2
3
4 5