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
326
$5.36M 0.11%
412,101
+264,254
327
$5.29M 0.11%
210,369
+89,475
328
$5.29M 0.11%
100,424
-65,926
329
$5.28M 0.11%
362,239
+4,775
330
$5.27M 0.11%
364,722
+105,001
331
$5.27M 0.11%
230,005
-11,501
332
$5.27M 0.11%
64,138
-2,483
333
$5.22M 0.11%
1,301,733
+16,998
334
$5.18M 0.1%
155,934
-14,393
335
$5.18M 0.1%
263,351
+3,505
336
$5.17M 0.1%
184,776
-9,647
337
$5.1M 0.1%
221,869
-46,540
338
$5.09M 0.1%
450,936
-3,431
339
$5.08M 0.1%
203,828
+2,735
340
$5.07M 0.1%
19,242
-728
341
$5.06M 0.1%
68,313
+24,046
342
$5.06M 0.1%
306,942
-2,585
343
$5.06M 0.1%
179,787
+85,978
344
$5.05M 0.1%
+300,900
345
$5.04M 0.1%
35,824
-1,351
346
$5.04M 0.1%
+215,062
347
$5.03M 0.1%
89,548
-3,407
348
$4.99M 0.1%
29,963
-24,391
349
$4.98M 0.1%
62,834
-2,399
350
$4.96M 0.1%
506,294
-92,235
12 13
14
15 16