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
$4.1B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$21.3M
3
+$15.2M
4
XHR
Xenia Hotels & Resorts
XHR
+$13.2M
5
CHRD icon
Chord Energy
CHRD
+$11.6M

Top Sells

1
+$20.4M
2
+$18.1M
3
+$16.2M
4
SHO icon
Sunstone Hotel Investors
SHO
+$15.4M
5
PDCE
PDC Energy, Inc.
PDCE
+$11.5M

Sector Composition

1 Industrials 20.32%
2 Financials 19.68%
3 Technology 13%
4 Healthcare 10.99%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.29M 0.06%
728,663
-86,813
427
$2.29M 0.06%
26,682
+870
428
$2.28M 0.06%
139,601
+22,529
429
$2.21M 0.05%
20,910
+561
430
$2.21M 0.05%
51,967
431
$2.2M 0.05%
+220,300
432
$2.18M 0.05%
40,384
-3,494
433
$2.17M 0.05%
54,770
+5,429
434
$2.17M 0.05%
144,356
+84,228
435
$2.17M 0.05%
256,525
+510
436
$2.16M 0.05%
112,850
+40,990
437
$2.15M 0.05%
750,292
-1,111
438
$2.14M 0.05%
35,699
+1,215
439
$2.13M 0.05%
96,824
440
$2.12M 0.05%
94,392
-11,338
441
$2.11M 0.05%
19,363
+1,988
442
$2.1M 0.05%
68,006
443
$2.09M 0.05%
44,128
+1,250
444
$2.07M 0.05%
+728,991
445
$2.05M 0.05%
38,863
+5,097
446
$2.03M 0.05%
52,939
+4,129
447
$2.02M 0.05%
95,532
+475
448
$2.01M 0.05%
167,841
+467
449
$2M 0.05%
+18,645
450
$2M 0.05%
+104,484
16 17
18
19 20