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
251
$6.17M 0.15%
190,291
-174,592
252
$6.14M 0.15%
297,651
+147,414
253
$6.11M 0.15%
310,977
-5,821
254
$6.09M 0.15%
38,310
-675
255
$6.06M 0.15%
62,605
+370
256
$6.04M 0.15%
322,690
-311,066
257
$6.03M 0.15%
148,241
-43,637
258
$6.02M 0.15%
119,319
-2,861
259
$6.02M 0.15%
162,668
-10,945
260
$6.01M 0.15%
95,210
-2,422
261
$5.99M 0.15%
425,324
+56,829
262
$5.98M 0.15%
366,467
-88,261
263
$5.97M 0.15%
247,645
+52,181
264
$5.96M 0.15%
225,772
+25,687
265
$5.94M 0.15%
+220,480
266
$5.94M 0.15%
414,395
-8,418
267
$5.92M 0.14%
22,743
-510
268
$5.91M 0.14%
145,479
-8,184
269
$5.91M 0.14%
757,333
+221,424
270
$5.87M 0.14%
214,868
-14,413
271
$5.87M 0.14%
228,310
-120,254
272
$5.79M 0.14%
80,207
-1,618
273
$5.77M 0.14%
209,757
-6,586
274
$5.74M 0.14%
159,649
-2,936
275
$5.72M 0.14%
467,308
+31,599
9 10
11
12 13