KCM

Kennedy Capital Management Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$17.7M
3
+$17.5M
4
SUI icon
Sun Communities
SUI
+$17.3M
5
NFX
Newfield Exploration
NFX
+$15.3M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17M
5
MPW icon
Medical Properties Trust
MPW
+$15.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.79%
3 Industrials 13.39%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.86M 0.16%
605,696
+8,020
227
$7.86M 0.16%
128,692
+48,116
228
$7.85M 0.16%
232,425
-7,490
229
$7.82M 0.16%
705,987
+110,070
230
$7.81M 0.16%
497,543
-42,892
231
$7.77M 0.16%
1,170,208
+302,153
232
$7.67M 0.15%
115,500
+35,364
233
$7.65M 0.15%
439,788
-40,442
234
$7.65M 0.15%
202,298
-255
235
$7.64M 0.15%
+454,658
236
$7.63M 0.15%
282,836
+28,420
237
$7.61M 0.15%
+220,626
238
$7.6M 0.15%
368,282
+92,279
239
$7.58M 0.15%
332,605
+42,005
240
$7.56M 0.15%
308,407
+34,308
241
$7.5M 0.15%
474,524
+915
242
$7.47M 0.15%
86,219
-76,296
243
$7.47M 0.15%
132,695
+21,121
244
$7.42M 0.15%
423,655
-35,789
245
$7.37M 0.15%
203,590
+1,800
246
$7.34M 0.15%
49,949
+32,108
247
$7.3M 0.15%
276,784
-5,849
248
$7.29M 0.15%
161,543
-8,413
249
$7.25M 0.15%
810,671
-109,977
250
$7.2M 0.15%
157,958
-6,766
8 9
10
11 12