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
$127M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$433K
3
+$402K
4
LEA icon
Lear
LEA
+$353K
5
CMI icon
Cummins
CMI
+$322K

Top Sells

1
+$599K
2
+$411K
3
+$321K
4
KAR icon
Openlane
KAR
+$308K
5
FI icon
Fiserv
FI
+$264K

Sector Composition

1 Technology 14.97%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Consumer Discretionary 10.88%
5 Financials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.36%
3,605
-105
77
$450K 0.35%
16,035
-1,100
78
$428K 0.34%
16,345
+4,385
79
$427K 0.34%
2,575
80
$385K 0.3%
13,035
-953
81
$382K 0.3%
17,460
+575
82
$380K 0.3%
20,475
-130
83
$379K 0.3%
1,595
84
$379K 0.3%
4,005
-75
85
$370K 0.29%
4,267
+487
86
$360K 0.28%
6,050
-45
87
$350K 0.28%
23,225
-345
88
$347K 0.27%
4,085
+222
89
$342K 0.27%
13,390
90
$339K 0.27%
4,545
91
$336K 0.26%
5,478
+575
92
$320K 0.25%
+5,683
93
$300K 0.24%
2,205
-28
94
$298K 0.23%
+7,090
95
$277K 0.22%
18,645
+5,470
96
$277K 0.22%
3,446
+12
97
$277K 0.22%
2,158
-90
98
$275K 0.22%
3,025
99
$274K 0.22%
9,042
+939
100
$273K 0.21%
1,300
-15
1 2 3
4
5