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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$13.4M
3
+$10.9M
4
DEA
Easterly Government Properties
DEA
+$10.9M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.5M

Top Sells

1
+$37M
2
+$21.7M
3
+$15.4M
4
TFIN icon
Triumph Financial Inc
TFIN
+$12.1M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$11.9M

Sector Composition

1 Financials 19.17%
2 Technology 14.88%
3 Industrials 14.36%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.67M 0.09%
400,323
+225,323
427
$3.63M 0.09%
63,485
+315
428
$3.62M 0.09%
98,455
+173
429
$3.61M 0.09%
+150,000
430
$3.61M 0.09%
63,757
-7,116
431
$3.6M 0.09%
38,007
-581
432
$3.6M 0.08%
204,877
+83,299
433
$3.58M 0.08%
149,136
+45,191
434
$3.55M 0.08%
1,398,112
+202,532
435
$3.55M 0.08%
+30,000
436
$3.52M 0.08%
+250,000
437
$3.52M 0.08%
187,918
-252
438
$3.51M 0.08%
789,272
+239,715
439
$3.5M 0.08%
666,889
+108,692
440
$3.48M 0.08%
122,656
+19,068
441
$3.42M 0.08%
369,790
-6,406
442
$3.41M 0.08%
701,896
+11,534
443
$3.37M 0.08%
+673,493
444
$3.37M 0.08%
342,882
-86,013
445
$3.37M 0.08%
175,929
-19,674
446
$3.35M 0.08%
+108,199
447
$3.34M 0.08%
436,294
+10,744
448
$3.34M 0.08%
82,572
-1,327
449
$3.31M 0.08%
+126,828
450
$3.3M 0.08%
130,418
+240
16 17
18
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