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
251
$7.18M 0.15%
99,412
-3,548
252
$7.17M 0.14%
+146,781
253
$7.17M 0.14%
62,177
-45,618
254
$7.16M 0.14%
163,403
-7,133
255
$7.14M 0.14%
215,988
+44,881
256
$7.12M 0.14%
426,414
-5,838
257
$7.11M 0.14%
191,598
-42,711
258
$7.05M 0.14%
146,770
-86,905
259
$6.99M 0.14%
531,997
-85,829
260
$6.96M 0.14%
342,710
+242,126
261
$6.92M 0.14%
225,209
-54,817
262
$6.88M 0.14%
458,943
-14,330
263
$6.87M 0.14%
341,637
-43,455
264
$6.87M 0.14%
251,682
+3,344
265
$6.85M 0.14%
114,653
+22,222
266
$6.83M 0.14%
201,319
-165,057
267
$6.83M 0.14%
254,879
-70,657
268
$6.78M 0.14%
94,341
-12,731
269
$6.77M 0.14%
1,714,417
+66,553
270
$6.77M 0.14%
281,954
-39,420
271
$6.71M 0.14%
1,036,304
+9,264
272
$6.71M 0.14%
381,841
+1,954
273
$6.67M 0.13%
58,587
-7,906
274
$6.66M 0.13%
153,976
+79,761
275
$6.52M 0.13%
117,785
-17,016
9 10
11
12 13