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
151
-3,125
152
-14,175
153
-49,860
154
-12,390