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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.66M
3
+$9.34M
4
STEL icon
Stellar Bancorp
STEL
+$8.76M
5
SF icon
Stifel
SF
+$7.25M

Top Sells

1
+$18.6M
2
+$13M
3
+$10.8M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
PACW
PacWest Bancorp
PACW
+$8.87M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.04%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.8M 0.17%
129,580
-9,579
227
$5.74M 0.17%
89,755
-9,341
228
$5.71M 0.17%
308,536
-2,083
229
$5.65M 0.17%
46,265
+922
230
$5.65M 0.17%
68,390
-52,489
231
$5.61M 0.17%
249,569
-33,774
232
$5.61M 0.17%
447,663
+309,176
233
$5.6M 0.16%
62,977
-4,777
234
$5.56M 0.16%
284,194
-30,841
235
$5.53M 0.16%
39,260
+1,195
236
$5.51M 0.16%
68,328
+5,122
237
$5.46M 0.16%
593,992
+28,787
238
$5.46M 0.16%
275,753
+50,001
239
$5.42M 0.16%
199,928
240
$5.41M 0.16%
364,568
+55,570
241
$5.37M 0.16%
568,491
242
$5.36M 0.16%
462,502
-5,476
243
$5.36M 0.16%
39,633
-1,452
244
$5.35M 0.16%
382,178
245
$5.31M 0.16%
170,642
+25,438
246
$5.3M 0.16%
243,972
+35,248
247
$5.25M 0.15%
144,231
+16,131
248
$5.19M 0.15%
47,507
-4,686
249
$5.16M 0.15%
619,883
+131,209
250
$5.15M 0.15%
209,974
+2,878
8 9
10
11 12