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
26
$18.1M 0.43%
1,058,202
-79,152
27
$18M 0.43%
191,209
-4,547
28
$17.7M 0.42%
643,356
-59,291
29
$17.6M 0.42%
204,769
-45,497
30
$17.6M 0.42%
201,966
+122,526
31
$17.5M 0.42%
214,412
-18,482
32
$17.5M 0.42%
639,416
+285,937
33
$16.7M 0.4%
834,980
+709,980
34
$16.7M 0.4%
290,575
-51,394
35
$16.6M 0.39%
146,377
-63,772
36
$16.6M 0.39%
482,214
-34,261
37
$16.5M 0.39%
271,795
+96,476
38
$16.3M 0.39%
246,381
-7,520
39
$16.3M 0.39%
344,955
-58,803
40
$16.3M 0.39%
785,023
+368,649
41
$15.8M 0.38%
578,136
-17,430
42
$15.5M 0.37%
235,648
-12,034
43
$15.5M 0.37%
255,588
-3,850
44
$15.4M 0.37%
367,527
+110,549
45
$15.3M 0.36%
145,800
+42,041
46
$15.2M 0.36%
643,383
-111,933
47
$15.2M 0.36%
159,107
-5,824
48
$15.1M 0.36%
877,203
+138,905
49
$15M 0.36%
349,246
-1,543
50
$14.9M 0.36%
250,949
-113,130
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