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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.97M 0.17%
255,741
-26,950
227
$6.96M 0.17%
130,276
+15,300
228
$6.95M 0.17%
47,914
-2,883
229
$6.92M 0.16%
242,339
-27,479
230
$6.92M 0.16%
224,232
-108,668
231
$6.92M 0.16%
190,645
-8,027
232
$6.91M 0.16%
350,991
-6,861
233
$6.88M 0.16%
164,028
+13,356
234
$6.83M 0.16%
746,770
+47,360
235
$6.75M 0.16%
43,261
-10,176
236
$6.75M 0.16%
437,924
+38,754
237
$6.68M 0.16%
324,506
+204,991
238
$6.66M 0.16%
257,319
+19,629
239
$6.65M 0.16%
245,285
-366
240
$6.62M 0.16%
321,735
-3,217
241
$6.6M 0.16%
227,765
-7,313
242
$6.59M 0.16%
241,213
-22,833
243
$6.58M 0.16%
51,909
-1,561
244
$6.57M 0.16%
188,307
-27,573
245
$6.55M 0.16%
110,164
+539
246
$6.54M 0.16%
365,703
-526,897
247
$6.53M 0.16%
56,289
+343
248
$6.49M 0.15%
379,590
-55,582
249
$6.49M 0.15%
134,676
+9,679
250
$6.48M 0.15%
507,727
-2,223
8 9
10
11 12