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
326
$5.06M 0.12%
245,147
-322,073
327
$5.05M 0.12%
679,688
+153,729
328
$5.04M 0.12%
141,547
-3,547
329
$5.04M 0.12%
197,227
-213,233
330
$5.01M 0.12%
56,121
+3,890
331
$4.98M 0.12%
311,263
-20,787
332
$4.94M 0.12%
184,245
+1,024
333
$4.92M 0.12%
282,857
+14,815
334
$4.92M 0.12%
27,337
-579
335
$4.82M 0.12%
264,888
+124,470
336
$4.82M 0.12%
246,826
+5,743
337
$4.82M 0.12%
129,331
-29,118
338
$4.79M 0.12%
47,596
-1,219
339
$4.76M 0.12%
1,561,404
+442,852
340
$4.76M 0.12%
302,486
-561,923
341
$4.73M 0.12%
113,488
+32,429
342
$4.72M 0.12%
231,232
+26,770
343
$4.71M 0.12%
442,002
-528,965
344
$4.71M 0.12%
147,109
-79,330
345
$4.69M 0.11%
28,826
-487
346
$4.69M 0.11%
369,115
-10,384
347
$4.68M 0.11%
2,802,340
-119,908
348
$4.67M 0.11%
134,596
+11,625
349
$4.66M 0.11%
135,608
-2,765
350
$4.65M 0.11%
136,650
+36,168
12 13
14
15 16