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
376
$3.06M 0.07%
46,521
-23,484
377
$3.05M 0.07%
32,172
+2,035
378
$3.04M 0.07%
+105,673
379
$3.02M 0.07%
212,151
380
$3.01M 0.07%
34,070
+2,617
381
$3M 0.07%
202,109
-41,601
382
$2.99M 0.07%
+105,000
383
$2.99M 0.07%
+69,124
384
$2.97M 0.07%
583,177
+869
385
$2.96M 0.07%
120,097
-600
386
$2.96M 0.07%
157,449
+923
387
$2.94M 0.07%
65,178
-20,374
388
$2.91M 0.07%
51,048
-25,209
389
$2.9M 0.07%
53,036
-424
390
$2.9M 0.07%
174,665
-24,627
391
$2.87M 0.07%
+125,431
392
$2.87M 0.07%
43,237
+5,002
393
$2.83M 0.07%
791,047
-318,038
394
$2.83M 0.07%
+243,794
395
$2.83M 0.07%
51,824
+21,924
396
$2.82M 0.07%
120,306
-10,277
397
$2.75M 0.07%
37,522
+15,224
398
$2.74M 0.07%
195,344
399
$2.71M 0.07%
995,536
+80,455
400
$2.7M 0.07%
495,522
+49,915
14 15
16
17 18