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
301
$5.96M 0.12%
379,551
+25,127
302
$5.94M 0.12%
300,178
-23,652
303
$5.91M 0.12%
293,935
+76,171
304
$5.8M 0.12%
149,450
-72,003
305
$5.79M 0.12%
455,431
+386,885
306
$5.79M 0.12%
426,500
-22,235
307
$5.78M 0.12%
16,960
-849
308
$5.74M 0.12%
456,594
+152,537
309
$5.74M 0.12%
152,763
-1,161
310
$5.72M 0.12%
152,949
-7,590
311
$5.71M 0.12%
33,506
-5,283
312
$5.7M 0.12%
172,528
-236,163
313
$5.66M 0.11%
153,122
+51,884
314
$5.64M 0.11%
219,256
-1,712
315
$5.6M 0.11%
+298,799
316
$5.6M 0.11%
131,212
-23,032
317
$5.55M 0.11%
+139,006
318
$5.54M 0.11%
506,663
+105,408
319
$5.53M 0.11%
159,905
+55,786
320
$5.51M 0.11%
427,360
-5,103
321
$5.45M 0.11%
769,309
+7,176
322
$5.41M 0.11%
155,361
+21,328
323
$5.38M 0.11%
317,521
-15,613
324
$5.36M 0.11%
712,276
+9,471
325
$5.36M 0.11%
+116,127
11 12
13
14 15