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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$11.4M
3
+$11.3M
4
DEA
Easterly Government Properties
DEA
+$11.2M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.43M

Top Sells

1
+$37M
2
+$23.9M
3
+$15.4M
4
IVC
Invacare Corporation
IVC
+$13.7M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$11.4M

Sector Composition

1 Financials 19.2%
2 Technology 14.95%
3 Industrials 14.24%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.45M 0.13%
505,758
-11,612
302
$5.44M 0.13%
457,889
-106,710
303
$5.43M 0.13%
+116,670
304
$5.43M 0.13%
162,088
-2,406
305
$5.42M 0.13%
34,642
+1,980
306
$5.41M 0.13%
+135,961
307
$5.39M 0.13%
124,997
+75,091
308
$5.38M 0.13%
149,992
+261
309
$5.38M 0.13%
314,774
+497
310
$5.36M 0.13%
50,078
+91
311
$5.33M 0.13%
282,238
-65,698
312
$5.33M 0.13%
501,446
+876
313
$5.33M 0.13%
450,415
-99,487
314
$5.32M 0.13%
392,023
+15,641
315
$5.31M 0.13%
142,141
-33,116
316
$5.29M 0.12%
186,918
+7,585
317
$5.27M 0.12%
35,819
-12,391
318
$5.26M 0.12%
44,726
-14,719
319
$5.26M 0.12%
618,248
+84,093
320
$5.21M 0.12%
321,936
+145,822
321
$5.13M 0.12%
377,094
+14,370
322
$5.11M 0.12%
+820,143
323
$5.1M 0.12%
+999,787
324
$5.08M 0.12%
444,954
+777
325
$5.07M 0.12%
349,661
-40,492
11 12
13
14 15