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
401
$4.12M 0.08%
172,625
+2,285
402
$4.1M 0.08%
179,982
-56,816
403
$4.09M 0.08%
56,198
-8,371
404
$4.08M 0.08%
313,776
-94,502
405
$4.08M 0.08%
202,754
+2,679
406
$4.06M 0.08%
147,873
+1,947
407
$4.06M 0.08%
132,607
-127,243
408
$4.06M 0.08%
323,809
-226,394
409
$4.04M 0.08%
257,564
-12,667
410
$4.03M 0.08%
199,768
-173,864
411
$4.03M 0.08%
145,423
-330
412
$4.02M 0.08%
101,164
+1,338
413
$4M 0.08%
253,974
+3,369
414
$3.99M 0.08%
319,589
+4,263
415
$3.99M 0.08%
443,487
-43,459
416
$3.98M 0.08%
428,515
-3,554
417
$3.96M 0.08%
268,606
-621
418
$3.93M 0.08%
488,580
+4,708
419
$3.93M 0.08%
98,376
+92,358
420
$3.92M 0.08%
232,198
+3,103
421
$3.92M 0.08%
478,504
+101
422
$3.9M 0.08%
165,611
+99,623
423
$3.89M 0.08%
164,361
-1,813
424
$3.88M 0.08%
102,006
+19,727
425
$3.88M 0.08%
149,096
-7,779
15 16
17
18 19