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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$11.4M
3
+$11.3M
4
DEA
Easterly Government Properties
DEA
+$11.2M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.43M

Top Sells

1
+$37M
2
+$23.9M
3
+$15.4M
4
IVC
Invacare Corporation
IVC
+$13.7M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$11.4M

Sector Composition

1 Financials 19.2%
2 Technology 14.95%
3 Industrials 14.24%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.95M 0.07%
225,167
+40,240
477
$2.94M 0.07%
1,048,300
+851
478
$2.93M 0.07%
149,989
+118,724
479
$2.91M 0.07%
495,658
-1,247,913
480
$2.89M 0.07%
100,372
-157,624
481
$2.86M 0.07%
177,661
-58,405
482
$2.83M 0.07%
327,045
+594
483
$2.83M 0.07%
402,250
+50,640
484
$2.8M 0.07%
27,301
-6,334
485
$2.79M 0.07%
+124,952
486
$2.77M 0.07%
197,355
-29,373
487
$2.72M 0.06%
35,751
-33,925
488
$2.71M 0.06%
201,887
-3,509
489
$2.65M 0.06%
1,311,304
+32,224
490
$2.63M 0.06%
74,501
+23,760
491
$2.61M 0.06%
421,357
-558,109
492
$2.6M 0.06%
201,441
+393
493
$2.56M 0.06%
61,469
-40,300
494
$2.56M 0.06%
20,932
-19,717
495
$2.55M 0.06%
23,003
-9,808
496
$2.52M 0.06%
185,639
-8,300
497
$2.51M 0.06%
53,776
-61,954
498
$2.5M 0.06%
203,457
+11,894
499
$2.5M 0.06%
+250,000
500
$2.48M 0.06%
45,629
-43,135
18 19
20
21 22