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
401
$3.86M 0.09%
812,759
+110,863
402
$3.86M 0.09%
48,341
+229
403
$3.85M 0.09%
97,195
-1,260
404
$3.84M 0.09%
25,460
+703
405
$3.8M 0.09%
29,112
-36,574
406
$3.79M 0.09%
165,270
+38,442
407
$3.79M 0.09%
197,873
-3,712
408
$3.79M 0.09%
104,029
-1,812
409
$3.77M 0.09%
106,505
-15,538
410
$3.77M 0.09%
13,752
-9,537
411
$3.77M 0.09%
81,563
-692
412
$3.76M 0.09%
118,981
-3,829
413
$3.76M 0.09%
983,969
-142,339
414
$3.75M 0.09%
125,147
+90,657
415
$3.74M 0.09%
187,911
+87,911
416
$3.74M 0.09%
78,670
-84,454
417
$3.73M 0.09%
113,020
-5,530
418
$3.73M 0.09%
120,928
+16,317
419
$3.7M 0.09%
82,034
-538
420
$3.69M 0.09%
509,463
+260,941
421
$3.69M 0.09%
82,801
-3,095
422
$3.68M 0.09%
114,121
+5,922
423
$3.68M 0.09%
104,889
-3,430
424
$3.68M 0.09%
+32,000
425
$3.64M 0.09%
254,548
-37,260
15 16
17
18 19