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
$115M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$790K
2
+$700K
3
+$500K
4
KAR icon
Openlane
KAR
+$485K
5
XPO icon
XPO
XPO
+$359K

Top Sells

1
+$423K
2
+$413K
3
+$366K
4
SPB icon
Spectrum Brands
SPB
+$351K
5
MSCC
Microsemi Corp
MSCC
+$262K

Sector Composition

1 Industrials 13%
2 Healthcare 12.31%
3 Technology 12.03%
4 Consumer Discretionary 10.16%
5 Financials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.18%
4,025
-685
102
$181K 0.16%
+11,381
103
$168K 0.15%
+10,348
104
$86K 0.07%
2,975
105
– –
-4,940
106
– –
-12,900
107
– –
-7,235
108
– –
-3,120
109
– –
-6,898
110
– –
-3,875
111
– –
-5,075
1 2 3 4
5