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
$104M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$611K
3
+$561K
4
UNM icon
Unum
UNM
+$425K
5
INTC icon
Intel
INTC
+$403K

Top Sells

1
+$8.93M
2
+$521K
3
+$477K
4
RHP icon
Ryman Hospitality Properties
RHP
+$380K
5
AVGO icon
Broadcom
AVGO
+$329K

Sector Composition

1 Technology 17.76%
2 Healthcare 15.56%
3 Industrials 13.39%
4 Financials 12.83%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.36%
8,500
-468
77
$375K 0.36%
2,575
78
$372K 0.36%
9,555
79
$366K 0.35%
14,860
+525
80
$366K 0.35%
41,360
-10,345
81
$360K 0.34%
927
-320
82
$360K 0.34%
18,645
83
$349K 0.33%
4,076
-5,568
84
$348K 0.33%
3,983
+15
85
$326K 0.31%
10,690
86
$322K 0.31%
27,490
-450
87
$318K 0.3%
5,764
+286
88
$313K 0.3%
+12,622
89
$312K 0.3%
8,480
-3,025
90
$309K 0.3%
43,915
+22,610
91
$305K 0.29%
+1,947
92
$303K 0.29%
1,935
-118
93
$300K 0.29%
3,900
-15
94
$298K 0.29%
8,404
-327
95
$276K 0.26%
16,785
-7,610
96
$275K 0.26%
+11,844
97
$272K 0.26%
5,135
98
$271K 0.26%
+9,787
99
$271K 0.26%
2,136
100
$270K 0.26%
4,435
-2,185
1 2 3
4
5