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
$178M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.13M
3
+$945K
4
TGNA icon
TEGNA Inc
TGNA
+$708K
5
ACI icon
Albertsons Companies
ACI
+$633K

Top Sells

1
+$985K
2
+$636K
3
+$563K
4
URI icon
United Rentals
URI
+$292K
5
STL
Sterling Bancorp
STL
+$285K

Sector Composition

1 Technology 17.86%
2 Healthcare 13.15%
3 Financials 12.52%
4 Industrials 11%
5 Communication Services 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$457K 0.26%
10,120
+50
102
$450K 0.25%
1,765
+570
103
$442K 0.25%
7,002
-125
104
$440K 0.25%
2,347
-30
105
$433K 0.24%
7,485
+725
106
$426K 0.24%
5,775
+40
107
$408K 0.23%
2,120
-16
108
$408K 0.23%
1,595
109
$395K 0.22%
3,045
+20
110
$393K 0.22%
25,995
111
$383K 0.22%
5,880
-50
112
$378K 0.21%
9,270
-905
113
$371K 0.21%
1,534
114
$370K 0.21%
1,557
-197
115
$370K 0.21%
4,750
-95
116
$360K 0.2%
+2,520
117
$352K 0.2%
6,279
+826
118
$333K 0.19%
+3,715
119
$330K 0.19%
5,515
-150
120
$328K 0.18%
2,125
+325
121
$323K 0.18%
+10,010
122
$322K 0.18%
6,373
-789
123
$317K 0.18%
4,140
-375
124
$312K 0.18%
3,418
-100
125
$308K 0.17%
2,173
-85
3 4
5
6 7