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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.69%
2 Industrials 12.49%
3 Technology 11.65%
4 Financials 10.16%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$219K 0.19%
+7,410
102
$213K 0.19%
+1,585
103
$203K 0.18%
+6,898
104
$203K 0.18%
+3,875
105
$87K 0.08%
+2,975