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
376
$4.16M 0.1%
90,547
-2,645
377
$4.15M 0.1%
883,733
-388,175
378
$4.15M 0.1%
+29,339
379
$4.14M 0.1%
+74,458
380
$4.14M 0.1%
84,098
-46,840
381
$4.13M 0.1%
796,805
+256,814
382
$4.12M 0.1%
+50,861
383
$4.11M 0.1%
+33,250
384
$4.11M 0.1%
+49,867
385
$4.08M 0.1%
387,893
+18,103
386
$4.08M 0.1%
398,157
-52,258
387
$4.04M 0.1%
86,293
-12,622
388
$4.03M 0.1%
43,987
-739
389
$4.02M 0.1%
144,303
-5,358
390
$4.01M 0.1%
142,800
+1,962
391
$4.01M 0.1%
243,035
-34,331
392
$4.01M 0.1%
133,093
+8,093
393
$4M 0.1%
29,328
-47,568
394
$3.96M 0.09%
78,179
-1,945
395
$3.93M 0.09%
150,078
+119,067
396
$3.92M 0.09%
147,502
-1,634
397
$3.9M 0.09%
122,724
-17,608
398
$3.9M 0.09%
+50,000
399
$3.87M 0.09%
185,801
-5,940
400
$3.87M 0.09%
759,825
+141,577
14 15
16
17 18