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
276
$6.52M 0.13%
182,423
+22,931
277
$6.51M 0.13%
781,079
-19,807
278
$6.51M 0.13%
437,951
-6,090
279
$6.5M 0.13%
309,362
+11,584
280
$6.44M 0.13%
415,229
+150,769
281
$6.39M 0.13%
+118,168
282
$6.37M 0.13%
223,694
+4,163
283
$6.37M 0.13%
75,858
-11,849
284
$6.32M 0.13%
248,730
-3,053
285
$6.31M 0.13%
317,626
-3,748
286
$6.31M 0.13%
250,622
-5,663
287
$6.23M 0.13%
2,605,500
-1,330,012
288
$6.22M 0.13%
98,605
+1,308
289
$6.2M 0.13%
53,072
-7,498
290
$6.18M 0.12%
39,926
+531
291
$6.18M 0.12%
+173,064
292
$6.16M 0.12%
+143,548
293
$6.16M 0.12%
699,643
-18,834
294
$6.15M 0.12%
202,415
-7,853
295
$6.14M 0.12%
385,465
-18,973
296
$6.14M 0.12%
172,844
-254,069
297
$6.02M 0.12%
77,681
-1,734
298
$6.01M 0.12%
206,553
+2,733
299
$6.01M 0.12%
546,011
+387,605
300
$5.96M 0.12%
220,850
-60,720
10 11
12
13 14