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
$4.1B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$21.3M
3
+$15.2M
4
XHR
Xenia Hotels & Resorts
XHR
+$13.2M
5
CHRD icon
Chord Energy
CHRD
+$11.6M

Top Sells

1
+$20.4M
2
+$18.1M
3
+$16.2M
4
SHO icon
Sunstone Hotel Investors
SHO
+$15.4M
5
PDCE
PDC Energy, Inc.
PDCE
+$11.5M

Sector Composition

1 Industrials 20.32%
2 Financials 19.68%
3 Technology 12.93%
4 Healthcare 10.99%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.55M 0.09%
35,926
352
$3.51M 0.09%
43,776
+1,098
353
$3.46M 0.08%
40,590
-63,377
354
$3.44M 0.08%
834,650
-5,252
355
$3.44M 0.08%
588,553
+2,541
356
$3.4M 0.08%
106,795
+405
357
$3.39M 0.08%
358,744
-22,535
358
$3.37M 0.08%
28,543
359
$3.36M 0.08%
164,272
+1,199
360
$3.3M 0.08%
20,266
-4,811
361
$3.29M 0.08%
116,382
362
$3.24M 0.08%
54,998
-64,445
363
$3.22M 0.08%
299,987
+144,883
364
$3.22M 0.08%
296,848
-8,166
365
$3.21M 0.08%
139,684
+48,126
366
$3.2M 0.08%
300,037
-21,378
367
$3.19M 0.08%
20,478
+3,206
368
$3.18M 0.08%
+77,102
369
$3.18M 0.08%
382,675
+13,920
370
$3.15M 0.08%
156,705
+33,517
371
$3.14M 0.08%
156,475
+4,178
372
$3.13M 0.08%
1,272,195
-4,792
373
$3.13M 0.08%
106,181
-33,887
374
$3.1M 0.08%
300,851
-60,472
375
$3.1M 0.08%
387,623
+1,961
13 14
15
16 17