KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$27.3M
2
+$13.4M
3
+$10.9M
4
DEA
Easterly Government Properties
DEA
+$10.9M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.5M

Top Sells

1
+$37M
2
+$21.7M
3
+$15.4M
4
TFIN icon
Triumph Financial Inc
TFIN
+$12.1M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$11.9M

Sector Composition

1 Financials 19.17%
2 Technology 14.88%
3 Industrials 14.36%
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
$2.93M 0.07%
149,989
+118,724
478
$2.91M 0.07%
495,658
-1,247,913
479
$2.89M 0.07%
100,372
-157,624
480
$2.86M 0.07%
177,661
-58,405
481
$2.83M 0.07%
327,045
+594
482
$2.83M 0.07%
402,250
+50,640
483
$2.8M 0.07%
27,301
-6,334
484
$2.79M 0.07%
+124,952
485
$2.77M 0.07%
197,355
-29,373
486
$2.72M 0.06%
35,751
-33,925
487
$2.71M 0.06%
201,887
-3,509
488
$2.65M 0.06%
1,311,304
+32,224
489
$2.63M 0.06%
74,501
+23,760
490
$2.61M 0.06%
421,357
-558,109
491
$2.6M 0.06%
201,441
+393
492
$2.56M 0.06%
61,469
-40,300
493
$2.56M 0.06%
20,932
-19,717
494
$2.55M 0.06%
23,003
-9,808
495
$2.52M 0.06%
185,639
-8,300
496
$2.51M 0.06%
53,776
-61,954
497
$2.5M 0.06%
+250,000
498
$2.5M 0.06%
203,457
+11,894
499
$2.48M 0.06%
45,629
-43,135
500
$2.48M 0.06%
46,940
-44,251
18 19
20
21 22