KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.55M
3
+$8.74M
4
XPO icon
XPO
XPO
+$8.24M
5
COOP
Mr. Cooper
COOP
+$7.67M

Top Sells

1
+$12.5M
2
+$12.2M
3
+$9.6M
4
PDCE
PDC Energy, Inc.
PDCE
+$9.53M
5
FFWM icon
First Foundation Inc
FFWM
+$8.78M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.19%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.92M 0.17%
29,253
-371
227
$5.91M 0.17%
229,066
-127,274
228
$5.89M 0.17%
107,252
-14,608
229
$5.88M 0.16%
24,660
-603
230
$5.88M 0.16%
194,805
-1,591
231
$5.8M 0.16%
76,385
-942
232
$5.69M 0.16%
516,076
-6,092
233
$5.65M 0.16%
125,563
-16,556
234
$5.64M 0.16%
46,594
+14,123
235
$5.63M 0.16%
32,680
-413
236
$5.63M 0.16%
651,095
+49,760
237
$5.61M 0.16%
126,898
-1,621
238
$5.6M 0.16%
85,669
-1,774
239
$5.6M 0.16%
175,096
+120,050
240
$5.57M 0.16%
43,524
+24,988
241
$5.56M 0.16%
237,592
+40,081
242
$5.55M 0.16%
185,355
-4,375
243
$5.54M 0.16%
147,814
+81,156
244
$5.54M 0.16%
406,614
+74,206
245
$5.54M 0.16%
183,651
-37,119
246
$5.5M 0.15%
456,784
-4,240
247
$5.49M 0.15%
184,889
-43,265
248
$5.48M 0.15%
96,429
-1,971
249
$5.46M 0.15%
266,389
-396,940
250
$5.42M 0.15%
206,770
-1,661
8 9
10
11 12