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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.66M
3
+$9.34M
4
STEL icon
Stellar Bancorp
STEL
+$8.76M
5
SF icon
Stifel
SF
+$7.25M

Top Sells

1
+$18.6M
2
+$13M
3
+$10.8M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
PACW
PacWest Bancorp
PACW
+$8.87M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.04%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.56M 0.13%
432,619
+21,565
277
$4.53M 0.13%
41,962
+4,957
278
$4.53M 0.13%
36,049
+666
279
$4.5M 0.13%
189,777
-14,037
280
$4.47M 0.13%
95,187
-6,802
281
$4.41M 0.13%
115,903
+114
282
$4.36M 0.13%
125,733
-19,383
283
$4.33M 0.13%
44,718
284
$4.31M 0.13%
24,080
+576
285
$4.28M 0.13%
26,164
-1,012
286
$4.27M 0.13%
248,440
+13,833
287
$4.26M 0.13%
141,372
-10,635
288
$4.25M 0.12%
541,213
289
$4.21M 0.12%
18,643
+191
290
$4.16M 0.12%
136,557
+6,286
291
$4.14M 0.12%
241,451
-15,110
292
$4.12M 0.12%
60,238
-4,539
293
$4.07M 0.12%
98,789
+3,272
294
$4.07M 0.12%
422,762
+265
295
$4.05M 0.12%
231,299
+6,308
296
$4M 0.12%
20,118
+234
297
$3.93M 0.12%
163,733
+11,117
298
$3.91M 0.12%
217,584
+51,700
299
$3.88M 0.11%
714,765
+9,668
300
$3.88M 0.11%
54,714
-13,013
10 11
12
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