KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$9.99M
2
+$9.55M
3
+$8.74M
4
XPO icon
XPO
XPO
+$8.24M
5
COOP
Mr. Cooper
COOP
+$7.67M

Top Sells

1
+$12.5M
2
+$12.2M
3
+$9.6M
4
PDCE
PDC Energy, Inc.
PDCE
+$9.53M
5
FFWM icon
First Foundation Inc
FFWM
+$8.78M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.19%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.25M 0.12%
129,716
-3,564
302
$4.25M 0.12%
205,347
+56,007
303
$4.21M 0.12%
210,029
+51,429
304
$4.21M 0.12%
192,008
-80,004
305
$4.18M 0.12%
46,376
+2,301
306
$4.17M 0.12%
273,123
+32,663
307
$4.17M 0.12%
229,155
-63,366
308
$4.15M 0.12%
62,667
-3,514
309
$4.14M 0.12%
106,463
-3,539
310
$4.12M 0.12%
37,523
+1,038
311
$4.1M 0.11%
39,110
-1,567
312
$4.09M 0.11%
36,518
-508
313
$4.09M 0.11%
32,482
-777
314
$4.05M 0.11%
140,641
-2,136
315
$3.96M 0.11%
77,380
-1,799
316
$3.96M 0.11%
65,736
-537
317
$3.94M 0.11%
154,250
+19,691
318
$3.94M 0.11%
+185,000
319
$3.94M 0.11%
141,039
-1,122
320
$3.92M 0.11%
130,020
+35,548
321
$3.87M 0.11%
41,513
+6,072
322
$3.85M 0.11%
185,570
+170,539
323
$3.82M 0.11%
38,925
-278
324
$3.79M 0.11%
64,285
-2,187
325
$3.78M 0.11%
129,776
-42,670
11 12
13
14 15