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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.88M 0.14%
150,722
-25,145
277
$5.87M 0.14%
22,392
-156
278
$5.87M 0.14%
+273,408
279
$5.85M 0.14%
99,314
-1,137
280
$5.83M 0.14%
148,064
-1,928
281
$5.82M 0.14%
190,042
-3,558
282
$5.81M 0.14%
75,208
-1,746
283
$5.78M 0.14%
84,367
-141,015
284
$5.77M 0.14%
164,948
+42,417
285
$5.76M 0.14%
241,162
-919
286
$5.73M 0.14%
35,793
-26
287
$5.71M 0.14%
49,559
-519
288
$5.7M 0.14%
216,126
-31,264
289
$5.69M 0.14%
498,876
+24,515
290
$5.64M 0.13%
+708,655
291
$5.59M 0.13%
281,060
-233,511
292
$5.59M 0.13%
169,266
-21,076
293
$5.5M 0.13%
102,838
-15,039
294
$5.46M 0.13%
237,785
-119,555
295
$5.46M 0.13%
118,955
-17,390
296
$5.42M 0.13%
45,610
-1,831
297
$5.4M 0.13%
322,915
+147,915
298
$5.39M 0.13%
100,249
-1,056
299
$5.37M 0.13%
151,947
+20,337
300
$5.36M 0.13%
600,790
+68,097
10 11
12
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