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
26
$17.9M 0.53%
2,311,146
-85,088
27
$17.7M 0.52%
215,452
-226,095
28
$17.4M 0.51%
510,807
-193,017
29
$17M 0.5%
609,380
+73,568
30
$17M 0.5%
465,019
+42,572
31
$16.9M 0.5%
53,259
-19,822
32
$16.6M 0.49%
258,660
+30,795
33
$16.5M 0.49%
665,694
-49,663
34
$16.5M 0.48%
207,454
-12,027
35
$16.2M 0.48%
453,800
-84,594
36
$16.2M 0.48%
735,404
-43,414
37
$16M 0.47%
202,362
-1,797
38
$15.9M 0.47%
309,169
-13,394
39
$15.9M 0.47%
532,518
-296,350
40
$15.9M 0.47%
434,167
+9,652
41
$15.7M 0.46%
75,426
-56
42
$15.7M 0.46%
1,478,299
-131,240
43
$15.6M 0.46%
357,245
-14,567
44
$15.4M 0.45%
204,940
+1,451
45
$15.3M 0.45%
372,045
-27,494
46
$15.2M 0.45%
1,538,049
-47,659
47
$15M 0.44%
1,623,214
-1,245
48
$14.7M 0.43%
1,515,858
+224,662
49
$14.5M 0.43%
906,761
-20,049
50
$14.5M 0.43%
503,941
+20,551
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2
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