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
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$901K
2 +$801K
3 +$763K
4
WU icon
Western Union
WU
+$683K
5
CDW icon
CDW
CDW
+$629K

Top Sells

1 +$721K
2 +$697K
3 +$538K
4
DAL icon
Delta Air Lines
DAL
+$463K
5
MTOR
MERITOR, Inc.
MTOR
+$390K

Sector Composition

1 Technology 17.7%
2 Healthcare 15.18%
3 Industrials 13.07%
4 Financials 12.4%
5 Consumer Discretionary 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,435
127
-5,478
128
-6,555
129
-19,715
130
-14,483