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
426
$1.73M 0.05%
450,053
-49,034
427
$1.72M 0.05%
233,138
-19,080
428
$1.72M 0.05%
40,358
-71,110
429
$1.68M 0.05%
90,830
-55,853
430
$1.68M 0.05%
57,078
+29,920
431
$1.64M 0.05%
150,167
432
$1.64M 0.05%
314,747
-37,763
433
$1.59M 0.05%
4,974
434
$1.58M 0.05%
35,641
+106
435
$1.52M 0.04%
33,924
+4,760
436
$1.51M 0.04%
21,151
437
$1.49M 0.04%
23,624
438
$1.48M 0.04%
58,438
+21,901
439
$1.48M 0.04%
71,801
-176,815
440
$1.47M 0.04%
86,599
-328,070
441
$1.46M 0.04%
238,027
+145
442
$1.45M 0.04%
82,259
443
$1.45M 0.04%
376,085
444
$1.45M 0.04%
35,010
-3,642
445
$1.44M 0.04%
125,276
+4,496
446
$1.4M 0.04%
172,039
-26,799
447
$1.39M 0.04%
331,347
448
$1.39M 0.04%
202,506
449
$1.38M 0.04%
70,594
+39,525
450
$1.37M 0.04%
106,991
+132
16 17
18
19 20