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
$185M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.01M
3 +$938K
4
VCTR icon
Victory Capital Holdings
VCTR
+$934K
5
CBNK icon
Capital Bancorp
CBNK
+$900K

Top Sells

1 +$859K
2 +$587K
3 +$388K
4
WBA
Walgreens Boots Alliance
WBA
+$302K
5
URI icon
United Rentals
URI
+$296K

Sector Composition

1 Technology 18.13%
2 Financials 13.03%
3 Healthcare 13%
4 Communication Services 10.47%
5 Industrials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,625
152
-458
153
-540
154
-7,370
155
-3,555
156
-41,993