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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$978K 0.03%
25,285
-95,795
477
$977K 0.03%
42,891
+98
478
$975K 0.03%
4,983
-47
479
$969K 0.03%
4,470
-19
480
$968K 0.03%
+11,452
481
$962K 0.03%
39,812
+12,449
482
$953K 0.03%
23,268
+133
483
$944K 0.03%
9,798
+64
484
$942K 0.03%
23,768
+657
485
$940K 0.03%
87,579
-827
486
$937K 0.03%
182,944
-2,159
487
$936K 0.03%
+33,575
488
$891K 0.03%
9,139
-25
489
$885K 0.02%
168,254
-1,368
490
$880K 0.02%
12,872
-53,329
491
$880K 0.02%
58,416
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492
$877K 0.02%
60,392
-574
493
$856K 0.02%
+29,939
494
$839K 0.02%
26,019
-54
495
$837K 0.02%
+22,266
496
$827K 0.02%
3,928
+1,308
497
$824K 0.02%
19,251
-41
498
$819K 0.02%
42,490
-10,603
499
$812K 0.02%
25,865
+31
500
$787K 0.02%
84,566
-87,342
18 19
20
21 22