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
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$17.7M
3
+$17.5M
4
SUI icon
Sun Communities
SUI
+$17.3M
5
NFX
Newfield Exploration
NFX
+$15.3M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17M
5
MPW icon
Medical Properties Trust
MPW
+$15.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.79%
3 Industrials 13.39%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.54M 0.07%
249,597
-9,672
452
$3.54M 0.07%
122,234
-4,146
453
$3.52M 0.07%
120,303
-72,433
454
$3.5M 0.07%
258,850
+102,099
455
$3.49M 0.07%
+100,029
456
$3.48M 0.07%
198,014
-190,365
457
$3.42M 0.07%
475,693
+6,157
458
$3.4M 0.07%
205,424
+75,124
459
$3.39M 0.07%
144,986
-130,158
460
$3.38M 0.07%
108,956
+1,447
461
$3.37M 0.07%
309,154
-15,445
462
$3.36M 0.07%
193,705
-13,948
463
$3.34M 0.07%
71,774
-3,735
464
$3.34M 0.07%
+350,000
465
$3.31M 0.07%
105,480
-5,531
466
$3.26M 0.07%
120,636
-942
467
$3.25M 0.07%
75,157
+12,830
468
$3.25M 0.07%
39,181
+8
469
$3.24M 0.07%
+76,028
470
$3.22M 0.07%
120,094
-220,392
471
$3.22M 0.07%
501,025
-72,366
472
$3.15M 0.06%
126,516
-976
473
$3.09M 0.06%
204,268
+2,659
474
$3.08M 0.06%
451,452
+6,048
475
$3.06M 0.06%
6,091
-312
17 18
19
20 21