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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.66M
3
+$9.34M
4
STEL icon
Stellar Bancorp
STEL
+$8.76M
5
SF icon
Stifel
SF
+$7.25M

Top Sells

1
+$18.6M
2
+$13M
3
+$10.8M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
PACW
PacWest Bancorp
PACW
+$8.87M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.04%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.1M 0.03%
48,315
477
$1.08M 0.03%
37,000
+3,425
478
$1.08M 0.03%
14,669
+3,422
479
$1.07M 0.03%
64,008
+68
480
$1.06M 0.03%
48,608
481
$1.06M 0.03%
75,749
+35,054
482
$1.06M 0.03%
+111,198
483
$1.06M 0.03%
309,625
484
$1.05M 0.03%
23,982
+1,083
485
$1.02M 0.03%
23,880
+390
486
$1M 0.03%
+9,348
487
$996K 0.03%
19,644
-13,309
488
$988K 0.03%
17,798
+4,706
489
$973K 0.03%
142,195
-61,395
490
$973K 0.03%
79,518
+51,123
491
$965K 0.03%
18,454
492
$958K 0.03%
44,872
493
$951K 0.03%
8,647
-21
494
$946K 0.03%
36,740
495
$942K 0.03%
17,797
-1
496
$940K 0.03%
92,724
-13,722
497
$928K 0.03%
+13,677
498
$927K 0.03%
9,707
499
$904K 0.03%
+72,418
500
$888K 0.03%
+11,453
18 19
20
21 22