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
376
$4.5M 0.09%
243,194
+3,237
377
$4.49M 0.09%
194,371
-7,507
378
$4.49M 0.09%
129,917
-18,516
379
$4.47M 0.09%
100,652
+1,340
380
$4.46M 0.09%
479,837
+201,407
381
$4.45M 0.09%
251,143
+102,000
382
$4.44M 0.09%
98,411
-5,123
383
$4.42M 0.09%
+368,702
384
$4.41M 0.09%
162,320
+12,146
385
$4.41M 0.09%
142,485
-8,568
386
$4.4M 0.09%
+4,000,000
387
$4.35M 0.09%
155,915
-6,374
388
$4.33M 0.09%
53,974
-419
389
$4.32M 0.09%
17,412
-707
390
$4.32M 0.09%
209,661
-14,032
391
$4.31M 0.09%
165,810
-8,625
392
$4.29M 0.09%
671,071
+8,950
393
$4.23M 0.09%
32,657
+15,024
394
$4.21M 0.09%
302,164
+112,628
395
$4.2M 0.08%
61,308
+810
396
$4.2M 0.08%
61,652
-3,222
397
$4.18M 0.08%
168,825
-6,585
398
$4.17M 0.08%
+100,000
399
$4.17M 0.08%
320,632
-193,511
400
$4.12M 0.08%
456,719
+85,554
14 15
16
17 18