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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$11.4M
3
+$11.3M
4
DEA
Easterly Government Properties
DEA
+$11.2M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.43M

Top Sells

1
+$37M
2
+$23.9M
3
+$15.4M
4
IVC
Invacare Corporation
IVC
+$13.7M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$11.4M

Sector Composition

1 Financials 19.2%
2 Technology 14.95%
3 Industrials 14.24%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.27M 0.08%
140,838
+75,623
452
$3.27M 0.08%
122,810
-5,745
453
$3.26M 0.08%
49,447
-52,595
454
$3.23M 0.08%
85,142
+10,142
455
$3.22M 0.08%
190,909
+351
456
$3.22M 0.08%
201,177
-89,491
457
$3.21M 0.08%
197,070
+343
458
$3.18M 0.08%
122,405
-5,551
459
$3.18M 0.08%
46,212
-39,657
460
$3.17M 0.07%
110,205
-37,633
461
$3.15M 0.07%
97,666
-22,705
462
$3.15M 0.07%
24,757
-22,775
463
$3.14M 0.07%
84,412
+1,476
464
$3.13M 0.07%
223,037
+79,263
465
$3.1M 0.07%
20,037
+37
466
$3.05M 0.07%
63,545
-111,909
467
$3.04M 0.07%
146,934
-4,930
468
$3.04M 0.07%
211,772
-3,583
469
$3.01M 0.07%
138,633
+23,245
470
$3.01M 0.07%
50,052
+15,004
471
$3.01M 0.07%
643,958
+1,073
472
$2.98M 0.07%
549,794
+349,794
473
$2.98M 0.07%
+75,000
474
$2.97M 0.07%
+201,200
475
$2.97M 0.07%
173,084
-4,030
17 18
19
20 21