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
$257M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$990K
3 +$977K
4
AVT icon
Avnet
AVT
+$783K
5
APO icon
Apollo Global Management
APO
+$574K

Top Sells

1 +$1.95M
2 +$748K
3 +$631K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$516K
5
EVR icon
Evercore
EVR
+$403K

Sector Composition

1 Technology 23.5%
2 Healthcare 12.26%
3 Financials 10.82%
4 Industrials 10.18%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$277K 0.11%
5,580
-10
177
$271K 0.11%
1,596
178
$267K 0.1%
10,845
-690
179
$267K 0.1%
+748
180
$267K 0.1%
1,788
181
$263K 0.1%
15,665
-1,097
182
$262K 0.1%
2,961
-46
183
$253K 0.1%
2,420
184
$245K 0.1%
+3,930
185
$244K 0.09%
7,044
186
$240K 0.09%
917
-35
187
$240K 0.09%
9,145
-1,540
188
$239K 0.09%
2,370
-100
189
$237K 0.09%
+27,730
190
$234K 0.09%
782
-20
191
$232K 0.09%
2,745
-335
192
$232K 0.09%
+1,100
193
$225K 0.09%
3,341
-25
194
$222K 0.09%
6,302
-1,073
195
$211K 0.08%
+714
196
$207K 0.08%
+2,005
197
$202K 0.08%
+776
198
$200K 0.08%
13,100
199
$200K 0.08%
+9,822
200
$183K 0.07%
37,365
-7,495