KCM

Kendall Capital Management Portfolio holdings

AUM $444M
1-Year Est. Return 23.09%
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.18M
3
+$871K
4
CIVI icon
Civitas Resources
CIVI
+$743K
5
AVT icon
Avnet
AVT
+$632K

Top Sells

1
+$1.03M
2
+$622K
3
+$513K
4
KLAC icon
KLA
KLAC
+$420K
5
MET icon
MetLife
MET
+$319K

Sector Composition

1 Technology 19.27%
2 Healthcare 14.98%
3 Financials 11.82%
4 Industrials 10.17%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.63%
12,310
-2,125
52
$1.2M 0.61%
9,595
-485
53
$1.18M 0.6%
4,504
-60
54
$1.18M 0.6%
36,805
+1,620
55
$1.18M 0.6%
+30,268
56
$1.15M 0.58%
26,930
-100
57
$1.13M 0.57%
42,672
-23,520
58
$1.12M 0.57%
49,840
-590
59
$1.11M 0.56%
8,719
-40
60
$1.1M 0.56%
118,752
+36,480
61
$1.08M 0.55%
5,060
+307
62
$1.08M 0.55%
34,235
+5,100
63
$1.07M 0.54%
17,580
64
$1M 0.51%
21,068
+1,009
65
$990K 0.5%
24,613
+5,485
66
$977K 0.49%
61,200
+13,405
67
$960K 0.49%
25,908
+2,319
68
$945K 0.48%
31,662
+6,370
69
$939K 0.47%
4,420
-25
70
$917K 0.46%
12,144
-170
71
$911K 0.46%
55,365
+5,350
72
$909K 0.46%
8,990
-780
73
$897K 0.45%
31,192
-6,435
74
$891K 0.45%
20,491
-362
75
$871K 0.44%
+25,035
1 2
3
4 5