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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.37M 0.15%
264,999
-35,507
252
$5.33M 0.15%
+137,525
253
$5.31M 0.15%
517,774
-331,182
254
$5.29M 0.15%
252,769
+3,591
255
$5.25M 0.15%
267,463
-2,615
256
$5.22M 0.15%
56,485
-2,099
257
$5.2M 0.15%
70,564
-605
258
$5.2M 0.15%
95,051
+19,791
259
$5.18M 0.15%
297,576
-20,144
260
$5.17M 0.14%
208,548
+33,652
261
$5.07M 0.14%
154,457
-1,669
262
$5.06M 0.14%
130,506
+14,584
263
$5.01M 0.14%
854,916
-9,922
264
$5M 0.14%
147,601
+4,517
265
$5M 0.14%
138,783
-3,188
266
$4.99M 0.14%
808,255
-57,530
267
$4.98M 0.14%
203,734
-450,824
268
$4.98M 0.14%
1,058,647
+174,213
269
$4.94M 0.14%
+297,248
270
$4.88M 0.14%
325,359
+1,217
271
$4.86M 0.14%
45,393
-678
272
$4.84M 0.14%
143,657
-1,181
273
$4.83M 0.14%
39,119
-941
274
$4.81M 0.13%
+162,074
275
$4.79M 0.13%
494,919
-5,842
9 10
11
12 13