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
301
$3.87M 0.11%
46,860
+883
302
$3.86M 0.11%
34,749
+9,605
303
$3.86M 0.11%
+421,257
304
$3.85M 0.11%
66,354
+21,599
305
$3.85M 0.11%
217,384
-16,405
306
$3.85M 0.11%
231,214
-160,484
307
$3.83M 0.11%
523,074
+339,942
308
$3.83M 0.11%
651,541
309
$3.83M 0.11%
20,837
-823
310
$3.75M 0.11%
50,617
+1,256
311
$3.74M 0.11%
48,112
+888
312
$3.66M 0.11%
171,310
+46,310
313
$3.65M 0.11%
524,770
-877
314
$3.65M 0.11%
194,429
+3,778
315
$3.64M 0.11%
410,640
316
$3.61M 0.11%
174,081
-67,648
317
$3.59M 0.11%
140,957
+98,439
318
$3.58M 0.11%
62,299
-21,035
319
$3.57M 0.11%
47,142
+764
320
$3.57M 0.11%
452,668
+362,668
321
$3.55M 0.1%
116,382
322
$3.53M 0.1%
225,018
-23,472
323
$3.51M 0.1%
455,435
+332
324
$3.48M 0.1%
+53,157
325
$3.44M 0.1%
157,443
+2,857
11 12
13
14 15