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
351
$4.96M 0.1%
1,015,755
+38,218
352
$4.93M 0.1%
750,696
-100
353
$4.92M 0.1%
182,535
-116,338
354
$4.88M 0.1%
389,108
+191,900
355
$4.86M 0.1%
65,769
-2,530
356
$4.82M 0.1%
+72,668
357
$4.82M 0.1%
365,151
-35,687
358
$4.77M 0.1%
367,242
-2,907
359
$4.76M 0.1%
+50,076
360
$4.75M 0.1%
839,484
-14,491
361
$4.7M 0.1%
237,062
+46,908
362
$4.69M 0.09%
1,137,077
-459,362
363
$4.61M 0.09%
+218,174
364
$4.6M 0.09%
403,965
+204,047
365
$4.58M 0.09%
201,827
-82,340
366
$4.58M 0.09%
46,962
-1,842
367
$4.57M 0.09%
308,395
-105,361
368
$4.57M 0.09%
481,085
+6,307
369
$4.57M 0.09%
552,967
+155,379
370
$4.54M 0.09%
+32,500
371
$4.54M 0.09%
3,858,880
-553,960
372
$4.52M 0.09%
300,296
-155,844
373
$4.51M 0.09%
256,983
+38,462
374
$4.51M 0.09%
71,074
-22,070
375
$4.5M 0.09%
71,582
-4,145
13 14
15
16 17