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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.99M 0.07%
197,615
-3,562
477
$2.95M 0.07%
686,351
+12,858
478
$2.92M 0.07%
+208,378
479
$2.88M 0.07%
74,774
+24,774
480
$2.83M 0.07%
84,147
-995
481
$2.77M 0.07%
261,636
+74,314
482
$2.75M 0.07%
90,809
-379,415
483
$2.74M 0.07%
812,091
-118,912
484
$2.73M 0.06%
120,074
+1,088
485
$2.64M 0.06%
432,591
-3,703
486
$2.61M 0.06%
646,877
+46,660
487
$2.6M 0.06%
+24,458
488
$2.59M 0.06%
153,705
+73,276
489
$2.59M 0.06%
64,299
+463
490
$2.58M 0.06%
186,195
-15,692
491
$2.57M 0.06%
101,164
-23,788
492
$2.57M 0.06%
1,048,300
493
$2.56M 0.06%
+2,700,497
494
$2.56M 0.06%
49,722
-25,446
495
$2.54M 0.06%
520,201
+116,384
496
$2.53M 0.06%
310,363
+101,866
497
$2.52M 0.06%
180,252
-5,387
498
$2.51M 0.06%
1,343,919
+32,615
499
$2.51M 0.06%
+49,562
500
$2.51M 0.06%
+124,265
18 19
20
21 22