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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.98M 0.12%
333,839
-179,801
327
$4.97M 0.12%
35,400
-383
328
$4.93M 0.12%
44,594
+14,594
329
$4.93M 0.12%
295,510
-3,215
330
$4.93M 0.12%
148,279
+12,318
331
$4.92M 0.12%
275,887
-38,887
332
$4.92M 0.12%
190,549
-248,881
333
$4.92M 0.12%
97,144
+73,437
334
$4.91M 0.12%
70,691
-864
335
$4.91M 0.12%
44,745
+259
336
$4.9M 0.12%
416,902
-88,856
337
$4.89M 0.12%
136,724
-99
338
$4.87M 0.12%
617,722
-30,546
339
$4.83M 0.11%
399,588
-58,301
340
$4.83M 0.11%
160,734
-11,794
341
$4.8M 0.11%
45,442
+670
342
$4.8M 0.11%
75,710
-348
343
$4.76M 0.11%
115,765
-905
344
$4.74M 0.11%
169,555
+8,949
345
$4.72M 0.11%
57,070
-51,942
346
$4.7M 0.11%
183,121
-161,887
347
$4.69M 0.11%
115,245
-195,899
348
$4.65M 0.11%
613,129
+88,703
349
$4.64M 0.11%
243,304
-1,232
350
$4.6M 0.11%
390,917
-7,863
12 13
14
15 16