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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.81M
3
+$9.42M
4
PINE
Alpine Income Property Trust
PINE
+$8.68M
5
OFG icon
OFG Bancorp
OFG
+$7.57M

Top Sells

1
+$18.3M
2
+$11.2M
3
+$10.6M
4
ICHR icon
Ichor Holdings
ICHR
+$10.3M
5
BRKR icon
Bruker
BRKR
+$10.2M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.83%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18M 0.44%
1,242,931
-621,215
27
$17.7M 0.43%
401,605
+119,018
28
$17.7M 0.43%
112,042
-22,768
29
$17.5M 0.43%
619,350
+1,517
30
$17.1M 0.42%
725,522
-38,577
31
$16.9M 0.41%
244,413
-46,277
32
$16.6M 0.41%
+916,470
33
$16.6M 0.4%
245,225
-4,613
34
$16.5M 0.4%
1,047,976
+232,506
35
$16.4M 0.4%
339,531
+45,019
36
$16.4M 0.4%
626,225
+152,669
37
$16M 0.39%
486,563
-179,003
38
$16M 0.39%
1,344,105
+7,910
39
$15.5M 0.38%
75,932
-89,382
40
$14.9M 0.36%
324,033
-517
41
$14.8M 0.36%
173,215
-5,860
42
$14.7M 0.36%
252,670
-18,439
43
$14.7M 0.36%
227,755
-39,562
44
$14.7M 0.36%
475,212
-129,546
45
$14.7M 0.36%
503,319
+18,099
46
$14.5M 0.35%
178,414
+17,513
47
$14.4M 0.35%
868,800
-399,005
48
$14.3M 0.35%
1,139,734
-40,310
49
$14.1M 0.35%
284,165
-6,891
50
$14M 0.34%
942,758
+27,951
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