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
26
$23.2M 0.47%
1,266,229
+324,946
27
$22.8M 0.46%
321,540
-1,248
28
$22.7M 0.46%
495,931
+48,217
29
$22.6M 0.46%
840,351
+230,540
30
$22.6M 0.46%
734,325
-26,135
31
$22M 0.44%
594,404
+110,781
32
$21.6M 0.44%
358,605
-17,940
33
$21.4M 0.43%
503,227
+52,777
34
$21.3M 0.43%
504,152
-71,146
35
$21.1M 0.43%
668,556
+94,228
36
$20.8M 0.42%
260,384
-80,087
37
$20.8M 0.42%
672,396
-134,811
38
$20.8M 0.42%
784,496
+362,292
39
$20.6M 0.42%
433,578
+46,018
40
$20.3M 0.41%
267,169
-19,701
41
$19.8M 0.4%
563,064
-11,562
42
$19.6M 0.4%
7,893,550
-430,000
43
$19.2M 0.39%
342,148
+49,060
44
$19M 0.38%
274,287
-5,329
45
$18.4M 0.37%
556,619
+362,721
46
$18.3M 0.37%
1,153,540
-33,297
47
$18.2M 0.37%
986,977
+960,223
48
$18.2M 0.37%
239,890
+81,424
49
$18.2M 0.37%
894,755
+192,454
50
$18.2M 0.37%
1,641,594
+1,954
1
2
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