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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.32M 0.08%
447,158
+46,835
452
$3.31M 0.08%
249,884
+24,717
453
$3.31M 0.08%
209,668
-79,763
454
$3.29M 0.08%
430,925
+30,007
455
$3.24M 0.08%
152,761
+5,827
456
$3.2M 0.08%
+348,196
457
$3.19M 0.08%
33,625
-2,126
458
$3.17M 0.08%
35,533
+27,215
459
$3.15M 0.07%
+417,326
460
$3.15M 0.07%
77,435
+24,128
461
$3.11M 0.07%
+19,746
462
$3.1M 0.07%
783,296
-5,976
463
$3.09M 0.07%
+298,452
464
$3.07M 0.07%
198,567
+67,175
465
$3.06M 0.07%
225,304
+20,407
466
$3.05M 0.07%
497,299
-117,403
467
$3.05M 0.07%
60,479
+1,546
468
$3.05M 0.07%
177,520
-141
469
$3.04M 0.07%
36,889
-1,118
470
$3.02M 0.07%
348,825
+260,982
471
$3.02M 0.07%
+182,840
472
$3.01M 0.07%
523,179
-6,969
473
$3.01M 0.07%
46,861
+1,232
474
$2.99M 0.07%
74,693
-77,410
475
$2.99M 0.07%
122,805
-20,868
17 18
19
20 21