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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.81M
3
+$9.42M
4
PINE
Alpine Income Property Trust
PINE
+$8.68M
5
OFG icon
OFG Bancorp
OFG
+$7.57M

Top Sells

1
+$18.3M
2
+$11.2M
3
+$10.6M
4
ICHR icon
Ichor Holdings
ICHR
+$10.3M
5
BRKR icon
Bruker
BRKR
+$10.2M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.83%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.98M 0.07%
+49,292
477
$2.89M 0.07%
131,994
+7,549
478
$2.89M 0.07%
49,049
-65,059
479
$2.88M 0.07%
46,042
-130,495
480
$2.88M 0.07%
+151,571
481
$2.88M 0.07%
63,998
-568
482
$2.85M 0.07%
105,229
-2,298
483
$2.85M 0.07%
23,566
-202
484
$2.84M 0.07%
262,761
+62,536
485
$2.82M 0.07%
+340,605
486
$2.81M 0.07%
238,561
+8,770
487
$2.8M 0.07%
261,920
+32,803
488
$2.79M 0.07%
122,923
-5,003
489
$2.76M 0.07%
31,170
-34,728
490
$2.75M 0.07%
18,318
-149
491
$2.7M 0.07%
350,810
-7,132
492
$2.7M 0.07%
17,657
+2,338
493
$2.67M 0.07%
+98,244
494
$2.63M 0.06%
44,008
-385
495
$2.62M 0.06%
39,923
-5,164
496
$2.58M 0.06%
102,319
+68,845
497
$2.52M 0.06%
205,994
-4,193
498
$2.52M 0.06%
182,421
+372
499
$2.51M 0.06%
1,050,202
+1,902
500
$2.5M 0.06%
121,969
-3,900
18 19
20
21 22