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
426
$1.87M 0.05%
64,814
+3,130
427
$1.87M 0.05%
16,528
+15,113
428
$1.83M 0.05%
185,554
+19,814
429
$1.82M 0.05%
180,853
+8,804
430
$1.79M 0.05%
43,782
+10,062
431
$1.78M 0.05%
50,119
-191,336
432
$1.76M 0.05%
258,538
-3,053
433
$1.71M 0.05%
23,688
-231
434
$1.68M 0.05%
41,187
-388
435
$1.68M 0.05%
+75,000
436
$1.62M 0.05%
21,680
+1,389
437
$1.62M 0.05%
376,818
+133,823
438
$1.55M 0.04%
103,461
-45,683
439
$1.54M 0.04%
68,662
+13,231
440
$1.51M 0.04%
48,396
+19,777
441
$1.45M 0.04%
+65,915
442
$1.44M 0.04%
252,370
+75,749
443
$1.39M 0.04%
493,232
-9,269
444
$1.36M 0.04%
128,024
-1,251
445
$1.34M 0.04%
40,605
+13,542
446
$1.3M 0.04%
47,182
+844
447
$1.28M 0.04%
324,241
-700
448
$1.25M 0.04%
13,555
+1,580
449
$1.24M 0.03%
20,880
+192
450
$1.24M 0.03%
179,399
-19,862
16 17
18
19 20