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
$226M
AUM Growth
-$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$933K
2 +$897K
3 +$751K
4
CLS icon
Celestica
CLS
+$634K
5
HPE icon
Hewlett Packard
HPE
+$547K

Top Sells

1 +$635K
2 +$443K
3 +$317K
4
WERN icon
Werner Enterprises
WERN
+$315K
5
ORCL icon
Oracle
ORCL
+$286K

Sector Composition

1 Technology 22.54%
2 Healthcare 13.16%
3 Financials 11.37%
4 Industrials 9.7%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,850