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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.24M 0.03%
154,154
-1,369
452
$1.2M 0.03%
+331,911
453
$1.18M 0.03%
20,185
+2,527
454
$1.17M 0.03%
107,312
+13,777
455
$1.15M 0.03%
8,575
-293
456
$1.15M 0.03%
27,125
-260
457
$1.13M 0.03%
158,100
-2,065
458
$1.13M 0.03%
145,669
-1,270
459
$1.12M 0.03%
42,249
-412
460
$1.11M 0.03%
115,477
-817
461
$1.1M 0.03%
35,733
-347
462
$1.09M 0.03%
44,024
-383
463
$1.09M 0.03%
24,374
-614
464
$1.08M 0.03%
104,698
+36,333
465
$1.08M 0.03%
49,766
+125
466
$1.08M 0.03%
18,524
+2,880
467
$1.06M 0.03%
+51,935
468
$1.06M 0.03%
119,442
+6,195
469
$1.04M 0.03%
52,456
-520
470
$1.03M 0.03%
18,492
-181
471
$1.02M 0.03%
12,396
-117
472
$1M 0.03%
18,048
+880
473
$1M 0.03%
53,934
-77,998
474
$1M 0.03%
21,816
-46
475
$981K 0.03%
168,224
-200,299
17 18
19
20 21