KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.03B
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11.9M
3
+$10.6M
4
PE
PARSLEY ENERGY INC
PE
+$10.6M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$10.4M

Top Sells

1
+$14M
2
+$12.6M
3
+$10.7M
4
DEA
Easterly Government Properties
DEA
+$9.73M
5
RPT
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
+$9.46M

Sector Composition

1 Financials 20.97%
2 Industrials 13.62%
3 Technology 13.54%
4 Real Estate 12.16%
5 Consumer Discretionary 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.85M 0.1%
97,354
-18,411
402
$3.84M 0.1%
62,168
+5,029
403
$3.82M 0.09%
48,815
-1,979
404
$3.82M 0.09%
35,012
+12,998
405
$3.81M 0.09%
72,525
+22,963
406
$3.79M 0.09%
32,167
+208
407
$3.79M 0.09%
241,976
-39,084
408
$3.77M 0.09%
571,257
+153,931
409
$3.77M 0.09%
+354,072
410
$3.76M 0.09%
643,935
-93,318
411
$3.74M 0.09%
65,189
-143,637
412
$3.73M 0.09%
73,172
-26,142
413
$3.71M 0.09%
216,957
+19,084
414
$3.7M 0.09%
84,692
+1,891
415
$3.68M 0.09%
103,655
-1,234
416
$3.64M 0.09%
82,744
-3,549
417
$3.63M 0.09%
2,559
-90
418
$3.61M 0.09%
75,435
-3,235
419
$3.61M 0.09%
363,846
-20,902
420
$3.6M 0.09%
79,403
+2,188
421
$3.57M 0.09%
24,714
+30
422
$3.56M 0.09%
479,501
-499,436
423
$3.55M 0.09%
98,784
-5,245
424
$3.53M 0.09%
876,838
+64,747
425
$3.53M 0.09%
535,909
+385,909
15 16
17
18 19