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
426
$3.87M 0.08%
20,385
-2,603
427
$3.87M 0.08%
74,712
+946
428
$3.8M 0.08%
414,161
-89,430
429
$3.76M 0.08%
34,915
+462
430
$3.76M 0.08%
244,668
+3,214
431
$3.75M 0.08%
348,452
+66,339
432
$3.75M 0.08%
44,143
-2,067
433
$3.73M 0.08%
+61,764
434
$3.73M 0.08%
451,203
+5,974
435
$3.73M 0.08%
78,010
-43,959
436
$3.72M 0.08%
293,203
+4,551
437
$3.72M 0.08%
71,875
-3,541
438
$3.72M 0.08%
331,186
-17,201
439
$3.72M 0.08%
101,464
-8,355
440
$3.69M 0.07%
167,595
-1,669
441
$3.69M 0.07%
254,135
+3,412
442
$3.65M 0.07%
90,874
-6,319
443
$3.64M 0.07%
1,008,093
+22,958
444
$3.63M 0.07%
35,319
+468
445
$3.62M 0.07%
354,917
-7,716
446
$3.62M 0.07%
808,537
-186,577
447
$3.59M 0.07%
238,064
+3,117
448
$3.57M 0.07%
+278,082
449
$3.55M 0.07%
213,652
+5,404
450
$3.54M 0.07%
+254,308
16 17
18
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