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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.78M 0.11%
260,649
+10,889
327
$3.74M 0.1%
21,429
+775
328
$3.73M 0.1%
445,572
-19,544
329
$3.73M 0.1%
485,623
+2,360
330
$3.72M 0.1%
152,765
-1,464
331
$3.68M 0.1%
17,090
-6,691
332
$3.67M 0.1%
164,087
-177,214
333
$3.64M 0.1%
+525,000
334
$3.59M 0.1%
55,597
-26,729
335
$3.58M 0.1%
86,098
-1,017
336
$3.54M 0.1%
90,338
-741
337
$3.49M 0.1%
150,434
-5,870
338
$3.47M 0.1%
237,077
-1,938
339
$3.46M 0.1%
195,876
-1,852
340
$3.43M 0.1%
+344,557
341
$3.43M 0.1%
150,176
-60,307
342
$3.42M 0.1%
139,528
-1,647
343
$3.42M 0.1%
+121,595
344
$3.41M 0.1%
418,398
-3,956
345
$3.36M 0.09%
71,861
-1,837
346
$3.34M 0.09%
114,042
+19,753
347
$3.27M 0.09%
68,966
-814
348
$3.27M 0.09%
265,001
+10,008
349
$3.25M 0.09%
44,858
-472
350
$3.21M 0.09%
47,272
+2,323
12 13
14
15 16