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
376
$2.45M 0.07%
23,046
-26,006
377
$2.42M 0.07%
59,558
+76
378
$2.42M 0.07%
41,758
+9,402
379
$2.4M 0.07%
96,824
380
$2.38M 0.07%
31,356
-58,886
381
$2.37M 0.07%
28,193
+15,506
382
$2.35M 0.07%
82,940
+29,153
383
$2.35M 0.07%
708,578
-1,540,893
384
$2.28M 0.07%
51,967
385
$2.27M 0.07%
155,921
-12,676
386
$2.25M 0.07%
397,385
+214,544
387
$2.25M 0.07%
180,738
-18,831
388
$2.22M 0.07%
66,395
-5,006
389
$2.2M 0.06%
233,324
+139
390
$2.16M 0.06%
+115,061
391
$2.15M 0.06%
193,451
-111,565
392
$2.14M 0.06%
97,984
-17,523
393
$2.14M 0.06%
53,910
+25,200
394
$2.12M 0.06%
550,495
-102,506
395
$2.09M 0.06%
88,282
-18,315
396
$2.07M 0.06%
25,807
-13
397
$2.06M 0.06%
226,604
398
$2.05M 0.06%
+164,117
399
$2.04M 0.06%
+14,340
400
$2.04M 0.06%
+89,527
14 15
16
17 18