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
26
$20.1M 0.56%
854,827
-9,789
27
$19.9M 0.56%
319,041
-5,792
28
$19.6M 0.55%
321,621
+24,972
29
$19.4M 0.54%
359,849
-2,019
30
$19.1M 0.53%
362,120
-40,128
31
$19.1M 0.53%
69,342
+448
32
$18.8M 0.53%
95,950
-6,066
33
$18.7M 0.52%
448,954
+36,258
34
$18.1M 0.51%
164,563
+14,187
35
$17.9M 0.5%
707,054
-233,141
36
$17.8M 0.5%
524,436
-4,168
37
$17.6M 0.49%
439,782
-2,261
38
$17.5M 0.49%
704,682
+260,823
39
$17.5M 0.49%
475,554
+171,592
40
$17.5M 0.49%
1,068,670
+138,971
41
$17.4M 0.49%
840,602
+46,725
42
$17.4M 0.49%
240,033
-6,586
43
$17M 0.48%
523,579
-8,305
44
$16.8M 0.47%
1,234,435
+188,656
45
$16.3M 0.46%
756,761
-605
46
$16.1M 0.45%
99,227
+30,092
47
$15.7M 0.44%
426,230
+12,670
48
$15.6M 0.44%
1,574,718
+277,396
49
$15.1M 0.42%
416,223
-5,349
50
$15M 0.42%
1,161,126
-12,620
1
2
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