KCM
Kendall Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
+2.26%
1 Year Return
+20.29%
3 Year Return
+77.27%
5 Year Return
+155.33%
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+2.4%)
Cap. Flow
+$751K
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
29.98%
Holding
122
New
7
Increased
34
Reduced
60
Closed
8
Top Buys
| 1 |
CBNK
CHICOPEE BANCORP INC COM STK
CBNK
|
$1.23M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$877K |
| 3 |
Ziff Davis
ZD
|
$740K |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$657K |
| 5 |
Werner Enterprises
WERN
|
$512K |
Top Sells
| 1 |
Capital Bancorp
CBNK
|
$876K |
| 2 |
Constellation Brands
STZ
|
$556K |
| 3 |
TSS
Total System Services, Inc.
TSS
|
$530K |
| 4 |
Broadcom
AVGO
|
$513K |
| 5 |
LyondellBasell Industries
LYB
|
$398K |
Sector Composition
| 1 | Technology | 15.54% |
| 2 | Healthcare | 12.52% |
| 3 | Industrials | 11.87% |
| 4 | Consumer Discretionary | 11.28% |
| 5 | Financials | 9.93% |
