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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.81M
3
+$9.42M
4
PINE
Alpine Income Property Trust
PINE
+$8.68M
5
OFG icon
OFG Bancorp
OFG
+$7.57M

Top Sells

1
+$18.3M
2
+$11.2M
3
+$10.6M
4
ICHR icon
Ichor Holdings
ICHR
+$10.3M
5
BRKR icon
Bruker
BRKR
+$10.2M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.83%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.59M 0.16%
40,759
-837
227
$6.58M 0.16%
117,910
+45,198
228
$6.58M 0.16%
263,384
-64,989
229
$6.56M 0.16%
221,863
+27,792
230
$6.54M 0.16%
225,709
-18,376
231
$6.53M 0.16%
188,435
-3,827
232
$6.53M 0.16%
185,449
-6,148
233
$6.53M 0.16%
196,003
-4,996
234
$6.5M 0.16%
1,340,673
+258,370
235
$6.44M 0.16%
240,424
-26,206
236
$6.42M 0.16%
456,726
-309,223
237
$6.4M 0.16%
149,342
+5,395
238
$6.39M 0.16%
474,477
-9,360
239
$6.32M 0.15%
237,949
-1,256
240
$6.3M 0.15%
50,535
+37,199
241
$6.3M 0.15%
146,334
-2,933
242
$6.29M 0.15%
170,960
+122,089
243
$6.25M 0.15%
+289,345
244
$6.25M 0.15%
104,207
+12,080
245
$6.25M 0.15%
396,484
+83,455
246
$6.24M 0.15%
99,868
-21,449
247
$6.23M 0.15%
166,310
-3,374
248
$6.22M 0.15%
98,985
-1,754
249
$6.22M 0.15%
361,035
-6,665
250
$6.18M 0.15%
41,262
-9,848
8 9
10
11 12