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
351
$3.18M 0.09%
574,283
-352,748
352
$3.17M 0.09%
106,938
-1,029
353
$3.17M 0.09%
423,613
-244,291
354
$3.15M 0.09%
27,730
-492
355
$3.14M 0.09%
298,720
+128,985
356
$3.14M 0.09%
161,032
-1,524
357
$3.13M 0.09%
67,938
+3,341
358
$3.13M 0.09%
30,830
+13,343
359
$3.12M 0.09%
98,269
-960
360
$3.12M 0.09%
+409,817
361
$3.08M 0.09%
116,445
-17,679
362
$3.06M 0.09%
186,820
+36,984
363
$3.05M 0.09%
1,124,264
+28,799
364
$3.04M 0.09%
135,499
-1,212
365
$3.03M 0.09%
132,855
+25,227
366
$3.03M 0.08%
85,431
-703
367
$3.02M 0.08%
229,077
-393,166
368
$3.01M 0.08%
51,331
+2,517
369
$2.99M 0.08%
500,434
-132,825
370
$2.98M 0.08%
73,815
-743
371
$2.98M 0.08%
437,513
+68,190
372
$2.98M 0.08%
203,806
-1,952
373
$2.97M 0.08%
28,907
+577
374
$2.94M 0.08%
161,926
+7,945
375
$2.8M 0.08%
262,714
-22,585
13 14
15
16 17