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
276
$4.78M 0.13%
111,022
-1,072
277
$4.76M 0.13%
15,695
-504
278
$4.72M 0.13%
66,007
-1,809
279
$4.71M 0.13%
243,732
-8,328
280
$4.71M 0.13%
10,033
-53
281
$4.64M 0.13%
68,306
-2,373
282
$4.63M 0.13%
154,211
-1,262
283
$4.62M 0.13%
294,224
+99,655
284
$4.57M 0.13%
31,528
-1,152
285
$4.57M 0.13%
166,179
-49,158
286
$4.56M 0.13%
971,643
-10,874
287
$4.54M 0.13%
36,177
-3,942
288
$4.52M 0.13%
24,877
-403
289
$4.48M 0.13%
416,710
+49,266
290
$4.48M 0.13%
314,168
+29,526
291
$4.46M 0.13%
66,965
+361
292
$4.43M 0.12%
119,682
+109,834
293
$4.41M 0.12%
+737,878
294
$4.41M 0.12%
35,524
-741
295
$4.4M 0.12%
47,475
-846
296
$4.35M 0.12%
200,496
-2,021
297
$4.35M 0.12%
79,940
+5,633
298
$4.33M 0.12%
137,791
+66,671
299
$4.3M 0.12%
56,795
-710
300
$4.27M 0.12%
144,687
-1,707
10 11
12
13 14