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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.81M
3
+$9.42M
4
PINE
Alpine Income Property Trust
PINE
+$8.68M
5
OFG icon
OFG Bancorp
OFG
+$7.57M

Top Sells

1
+$18.3M
2
+$11.2M
3
+$10.6M
4
ICHR icon
Ichor Holdings
ICHR
+$10.3M
5
BRKR icon
Bruker
BRKR
+$10.2M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.83%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.32M 0.13%
118,438
-5,694
302
$5.3M 0.13%
440,082
+4,854
303
$5.3M 0.13%
143,681
-53,521
304
$5.29M 0.13%
+651,896
305
$5.29M 0.13%
319,156
-13,641
306
$5.29M 0.13%
196,972
+27,129
307
$5.28M 0.13%
43,372
-1,043
308
$5.28M 0.13%
244,144
-49,042
309
$5.25M 0.13%
42,758
-13,130
310
$5.22M 0.13%
167,887
-11,613
311
$5.21M 0.13%
146,011
-2,581
312
$5.2M 0.13%
192,164
-4,886
313
$5.2M 0.13%
236,093
+1,171
314
$5.2M 0.13%
+187,523
315
$5.2M 0.13%
196,786
+1,284
316
$5.18M 0.13%
55,623
-1,124
317
$5.17M 0.13%
390,496
-111,712
318
$5.16M 0.13%
+31,643
319
$5.14M 0.13%
111,595
-2,276
320
$5.12M 0.13%
298,071
-18,421
321
$5.12M 0.13%
+241,171
322
$5.11M 0.12%
+30,657
323
$5.1M 0.12%
108,452
-2,264
324
$5.09M 0.12%
460,950
-83,052
325
$5.08M 0.12%
53,620
+43,899
11 12
13
14 15