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
$172M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$411K
3
+$380K
4
WBA
Walgreens Boots Alliance
WBA
+$377K
5
DELL icon
Dell
DELL
+$356K

Top Sells

1
+$660K
2
+$564K
3
+$462K
4
SAFM
Sanderson Farms Inc
SAFM
+$399K
5
MCO icon
Moody's
MCO
+$349K

Sector Composition

1 Technology 19.5%
2 Healthcare 15.01%
3 Financials 11.9%
4 Industrials 9.97%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.63%
3,790
-25
52
$1.06M 0.62%
9,820
+1,210
53
$1.04M 0.6%
26,690
+4,305
54
$1.03M 0.6%
4,564
-25
55
$1M 0.58%
4,753
56
$993K 0.58%
27,030
+35
57
$954K 0.56%
17,580
58
$936K 0.54%
8,759
+129
59
$914K 0.53%
9,770
-25
60
$907K 0.53%
35,185
+10,635
61
$883K 0.51%
50,430
+2,775
62
$862K 0.5%
12,314
+20
63
$850K 0.49%
37,627
-7,150
64
$802K 0.47%
20,059
-821
65
$799K 0.46%
29,135
+10,885
66
$791K 0.46%
16,485
-60
67
$784K 0.46%
20,853
+511
68
$781K 0.45%
13,500
-1,500
69
$769K 0.45%
3,949
-85
70
$768K 0.45%
23,279
+745
71
$763K 0.44%
23,589
+3,768
72
$757K 0.44%
20,135
73
$736K 0.43%
82,272
+27,960
74
$735K 0.43%
50,015
-525
75
$729K 0.42%
15,375
-1,145
1 2
3
4 5