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
351
$4.58M 0.11%
2,649
-696
352
$4.58M 0.11%
+99,831
353
$4.56M 0.11%
326,617
+13,431
354
$4.55M 0.11%
369,051
+355
355
$4.53M 0.11%
112,469
-15,593
356
$4.51M 0.11%
294,210
-9,410
357
$4.45M 0.11%
31,959
-2,056
358
$4.42M 0.11%
68,601
-264
359
$4.4M 0.1%
887,095
-10,652
360
$4.39M 0.1%
174,663
-1,851
361
$4.39M 0.1%
384,748
-7,275
362
$4.38M 0.1%
276,291
-134,692
363
$4.34M 0.1%
148,986
+73,986
364
$4.34M 0.1%
1,189,014
+409,787
365
$4.33M 0.1%
322,935
+23,325
366
$4.3M 0.1%
426,105
+203,068
367
$4.27M 0.1%
199,603
-299,498
368
$4.26M 0.1%
61,526
-1,959
369
$4.25M 0.1%
88,033
-2,698
370
$4.24M 0.1%
125,006
-1,371
371
$4.24M 0.1%
+52,556
372
$4.24M 0.1%
520,193
-133,306
373
$4.23M 0.1%
124,475
-1,434
374
$4.19M 0.1%
1,001,522
+52,996
375
$4.16M 0.1%
+127,838
13 14
15
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