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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.63M 0.09%
45,599
-6,432
427
$3.61M 0.09%
168,231
+18,242
428
$3.6M 0.09%
737,253
+342,249
429
$3.59M 0.09%
211,594
+23,676
430
$3.59M 0.09%
+74,622
431
$3.57M 0.08%
+73,174
432
$3.57M 0.08%
+24,684
433
$3.56M 0.08%
232,324
-30,582
434
$3.55M 0.08%
47,869
-1,578
435
$3.55M 0.08%
215,742
+10,865
436
$3.54M 0.08%
198,987
-38,552
437
$3.53M 0.08%
+180,398
438
$3.53M 0.08%
50,520
+468
439
$3.53M 0.08%
+50,794
440
$3.51M 0.08%
+223,865
441
$3.5M 0.08%
85,447
+1,035
442
$3.49M 0.08%
118,728
-3,677
443
$3.46M 0.08%
+298,487
444
$3.46M 0.08%
152,332
+73,499
445
$3.44M 0.08%
201,133
-47,606
446
$3.43M 0.08%
47,386
+1,174
447
$3.43M 0.08%
+278,921
448
$3.43M 0.08%
33,224
+10,221
449
$3.38M 0.08%
237,823
-11,252
450
$3.35M 0.08%
+71,363
16 17
18
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