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
$257M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$990K
3
+$977K
4
AVT icon
Avnet
AVT
+$783K
5
APO icon
Apollo Global Management
APO
+$574K

Top Sells

1
+$1.95M
2
+$748K
3
+$631K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$516K
5
EVR icon
Evercore
EVR
+$403K

Sector Composition

1 Technology 23.5%
2 Healthcare 12.26%
3 Financials 10.82%
4 Industrials 10.18%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.62%
130,730
+20,475
52
$1.59M 0.62%
10,585
-680
53
$1.5M 0.58%
16,078
-3,362
54
$1.47M 0.57%
39,880
+26,770
55
$1.47M 0.57%
3,258
+918
56
$1.46M 0.57%
95,460
-2,930
57
$1.42M 0.55%
12,650
+1,180
58
$1.42M 0.55%
5,922
+5
59
$1.39M 0.54%
48,161
-5,860
60
$1.36M 0.53%
5,015
-50
61
$1.33M 0.52%
4,621
-170
62
$1.32M 0.51%
57,345
-2,770
63
$1.28M 0.5%
19,103
-2,965
64
$1.26M 0.49%
12,515
+4,895
65
$1.26M 0.49%
30,626
-3,516
66
$1.26M 0.49%
25,975
+8,565
67
$1.26M 0.49%
23,525
-1,485
68
$1.22M 0.48%
4,038
-5
69
$1.22M 0.47%
10,326
-1,174
70
$1.19M 0.46%
15,849
+3,535
71
$1.17M 0.45%
39,990
+14,140
72
$1.16M 0.45%
60,485
-9,600
73
$1.14M 0.44%
32,265
-1,890
74
$1.13M 0.44%
7,178
+187
75
$1.11M 0.43%
34,975
+9,020
1 2
3
4 5