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
376
$2.79M 0.08%
32,608
-27,026
377
$2.78M 0.08%
72,408
-594
378
$2.77M 0.08%
18,538
-134
379
$2.75M 0.08%
207,792
+2,594
380
$2.73M 0.08%
65,165
-5,458
381
$2.71M 0.08%
49,735
+10,859
382
$2.7M 0.08%
75,417
+3,720
383
$2.66M 0.07%
474,461
+19,278
384
$2.65M 0.07%
+2,056
385
$2.64M 0.07%
53,792
+2,651
386
$2.62M 0.07%
105,606
-1,194
387
$2.61M 0.07%
57,191
-1,064
388
$2.59M 0.07%
16,027
-423
389
$2.59M 0.07%
223,986
+134,525
390
$2.55M 0.07%
44,319
-524
391
$2.5M 0.07%
305,101
+82,338
392
$2.48M 0.07%
147,114
+14,048
393
$2.47M 0.07%
39,417
+1,918
394
$2.47M 0.07%
+27,134
395
$2.45M 0.07%
139,081
-1,329
396
$2.43M 0.07%
374,906
+1,603
397
$2.4M 0.07%
38,363
+1,029
398
$2.39M 0.07%
78,681
-898
399
$2.39M 0.07%
117,186
-1,134
400
$2.37M 0.07%
402,497
-4,438
14 15
16
17 18