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
$137M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$598K
2 +$540K
3 +$415K
4
BKNG icon
Booking.com
BKNG
+$330K
5
CMI icon
Cummins
CMI
+$218K

Sector Composition

1 Technology 17.89%
2 Healthcare 14.03%
3 Financials 12.82%
4 Industrials 12.47%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$194K 0.14%
15,350
-7,575
127
-3,885
128
-18,000
129
-13,729
130
-3,345