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
476
$3.05M 0.06%
32,498
+19,250
477
$3.04M 0.06%
755,420
-195,101
478
$3.04M 0.06%
604,826
+106,718
479
$3.03M 0.06%
58,440
-35,849
480
$3.02M 0.06%
91,521
+15,276
481
$3.02M 0.06%
16,759
-2,468
482
$3.02M 0.06%
491,493
-427,667
483
$2.98M 0.06%
+125,000
484
$2.96M 0.06%
102,420
+1,363
485
$2.93M 0.06%
+224,487
486
$2.93M 0.06%
77,576
+1,039
487
$2.88M 0.06%
118,258
-18,347
488
$2.87M 0.06%
159,499
+47,126
489
$2.87M 0.06%
123,777
+686
490
$2.86M 0.06%
308,299
-94,537
491
$2.85M 0.06%
514,465
-27,478
492
$2.82M 0.06%
45,426
-53,467
493
$2.81M 0.06%
267,347
-623
494
$2.81M 0.06%
23,535
-1,226
495
$2.8M 0.06%
103,878
-15,842
496
$2.79M 0.06%
595,135
+7,867
497
$2.79M 0.06%
202,504
+2,665
498
$2.77M 0.06%
+1,085,483
499
$2.73M 0.06%
100,069
+519
500
$2.71M 0.05%
1,317,353
+447,320
18 19
20
21 22