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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.66M
3
+$9.34M
4
STEL icon
Stellar Bancorp
STEL
+$8.76M
5
SF icon
Stifel
SF
+$7.25M

Top Sells

1
+$18.6M
2
+$13M
3
+$10.8M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
PACW
PacWest Bancorp
PACW
+$8.87M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.04%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.36M 0.04%
82,115
452
$1.32M 0.04%
177,446
-1,751
453
$1.3M 0.04%
24,000
+4,509
454
$1.3M 0.04%
153,121
+68,530
455
$1.28M 0.04%
52,532
-11,874
456
$1.28M 0.04%
+94,758
457
$1.26M 0.04%
33,585
-29,157
458
$1.23M 0.04%
32,518
-41,077
459
$1.21M 0.04%
597,160
-62,299
460
$1.21M 0.04%
23,047
-1,317
461
$1.21M 0.04%
56,532
+19,326
462
$1.19M 0.04%
+183,287
463
$1.19M 0.04%
+392,843
464
$1.18M 0.03%
116,775
465
$1.17M 0.03%
49,860
+21,712
466
$1.16M 0.03%
127,757
467
$1.16M 0.03%
275,141
-32,555
468
$1.16M 0.03%
39,136
+11,828
469
$1.15M 0.03%
12,709
470
$1.14M 0.03%
49,601
-33,866
471
$1.14M 0.03%
82,347
472
$1.13M 0.03%
11,661
+3,935
473
$1.12M 0.03%
114,043
474
$1.12M 0.03%
+61,124
475
$1.11M 0.03%
73,933
17 18
19
20 21