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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.33M 0.07%
34,936
-338
402
$2.29M 0.06%
383,264
-28,847
403
$2.23M 0.06%
202,310
+34,462
404
$2.18M 0.06%
265,055
+100,286
405
$2.12M 0.06%
87,828
+29,323
406
$2.1M 0.06%
+125,000
407
$2.09M 0.06%
205,160
-1,884
408
$2.07M 0.06%
705,045
+12,616
409
$2.04M 0.06%
200,000
+115,839
410
$2.02M 0.06%
+232,600
411
$2.02M 0.06%
55,182
-395
412
$2M 0.06%
350,562
+26,214
413
$1.99M 0.06%
47,631
-507
414
$1.98M 0.06%
86,531
-839
415
$1.97M 0.06%
68,395
-648
416
$1.96M 0.05%
78,255
-662
417
$1.95M 0.05%
32,943
+1,565
418
$1.94M 0.05%
210,381
+35,392
419
$1.94M 0.05%
33,095
-526
420
$1.93M 0.05%
+125,000
421
$1.92M 0.05%
77,605
+3,637
422
$1.92M 0.05%
263,724
-4,814
423
$1.91M 0.05%
122,506
+3,776
424
$1.89M 0.05%
83,117
-29,679
425
$1.89M 0.05%
409,142
-1,722
15 16
17
18 19