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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.66M
3
+$9.34M
4
STEL icon
Stellar Bancorp
STEL
+$8.76M
5
SF icon
Stifel
SF
+$7.25M

Top Sells

1
+$18.6M
2
+$13M
3
+$10.8M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
PACW
PacWest Bancorp
PACW
+$8.87M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.04%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.04M 0.06%
188,747
+69,582
402
$2.03M 0.06%
58,020
-77,339
403
$2.03M 0.06%
+213,210
404
$2.03M 0.06%
166,614
-1,299
405
$2.03M 0.06%
183,208
-113,592
406
$2.02M 0.06%
19,683
+2,124
407
$2.02M 0.06%
51,030
408
$2.02M 0.06%
116,868
409
$1.97M 0.06%
102,970
-89,908
410
$1.94M 0.06%
+25,046
411
$1.93M 0.06%
30,006
-5,207
412
$1.93M 0.06%
70,512
-51,861
413
$1.93M 0.06%
42,358
414
$1.92M 0.06%
78,303
+134
415
$1.89M 0.06%
120,747
+71,067
416
$1.84M 0.05%
56,704
+6,822
417
$1.82M 0.05%
80,141
418
$1.8M 0.05%
816,404
+121,574
419
$1.79M 0.05%
281,395
420
$1.79M 0.05%
62,497
+62
421
$1.79M 0.05%
252,893
-212,154
422
$1.79M 0.05%
82,111
-122,808
423
$1.78M 0.05%
+75,831
424
$1.75M 0.05%
42,449
-130,343
425
$1.73M 0.05%
204,192
15 16
17
18 19