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
101
$270K 0.21%
8,041
+881
102
$268K 0.21%
3,558
+451
103
$257K 0.2%
5,035
104
$256K 0.2%
5,135
-220
105
$254K 0.2%
3,915
-198
106
$247K 0.19%
4,000
107
$239K 0.19%
4,008
+4
108
$223K 0.18%
2,400
109
$211K 0.17%
6,580
-3,535
110
$211K 0.17%
15,425
-500
111
$192K 0.15%
14,252
+361
112
– –
-12,530
113
– –
-1,547
114
– –
-23,345
115
– –
-9,850
1 2 3 4
5