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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.66M
3
+$9.34M
4
STEL icon
Stellar Bancorp
STEL
+$8.76M
5
SF icon
Stifel
SF
+$7.25M

Top Sells

1
+$18.6M
2
+$13M
3
+$10.8M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
PACW
PacWest Bancorp
PACW
+$8.87M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.04%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.99M 0.09%
+45,572
352
$2.93M 0.09%
81,366
+47
353
$2.89M 0.09%
195,344
354
$2.88M 0.08%
304,257
355
$2.86M 0.08%
123,929
+259
356
$2.85M 0.08%
716,516
-107,077
357
$2.84M 0.08%
155,382
358
$2.84M 0.08%
76,851
+1,444
359
$2.79M 0.08%
+382,143
360
$2.76M 0.08%
379,223
-39,551
361
$2.68M 0.08%
+902,939
362
$2.68M 0.08%
262,018
363
$2.66M 0.08%
92,541
-126,648
364
$2.64M 0.08%
115,877
365
$2.64M 0.08%
188,953
-38,090
366
$2.61M 0.08%
199,292
+20,597
367
$2.59M 0.08%
47,481
368
$2.59M 0.08%
303,250
+146
369
$2.59M 0.08%
76,850
+21,782
370
$2.58M 0.08%
43,929
-107,223
371
$2.54M 0.07%
+42,215
372
$2.51M 0.07%
134,456
-73,492
373
$2.51M 0.07%
38,420
-4,157
374
$2.5M 0.07%
408,476
-154,659
375
$2.46M 0.07%
1,732,364
+1,411
13 14
15
16 17