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
$4.1B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$21.3M
3
+$15.2M
4
XHR
Xenia Hotels & Resorts
XHR
+$13.2M
5
CHRD icon
Chord Energy
CHRD
+$11.6M

Top Sells

1
+$20.4M
2
+$18.1M
3
+$16.2M
4
SHO icon
Sunstone Hotel Investors
SHO
+$15.4M
5
PDCE
PDC Energy, Inc.
PDCE
+$11.5M

Sector Composition

1 Industrials 20.32%
2 Financials 19.68%
3 Technology 12.93%
4 Healthcare 10.99%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.7M 0.04%
39,036
+14,401
477
$1.69M 0.04%
55,289
+4,259
478
$1.69M 0.04%
6,863
+710
479
$1.68M 0.04%
114,043
480
$1.67M 0.04%
74,340
481
$1.67M 0.04%
116,775
482
$1.66M 0.04%
82,115
483
$1.64M 0.04%
208,164
-821
484
$1.61M 0.04%
226,604
485
$1.61M 0.04%
60,495
-88,320
486
$1.6M 0.04%
57,107
+6,821
487
$1.6M 0.04%
80,141
488
$1.59M 0.04%
145,000
-380,905
489
$1.59M 0.04%
149,793
-744
490
$1.57M 0.04%
153,664
-56,497
491
$1.57M 0.04%
344,042
+118,133
492
$1.56M 0.04%
29,831
+3,720
493
$1.55M 0.04%
29,817
-39,917
494
$1.55M 0.04%
+99,969
495
$1.54M 0.04%
16,282
+452
496
$1.53M 0.04%
639,106
-5,152
497
$1.53M 0.04%
111,198
498
$1.52M 0.04%
304,257
499
$1.52M 0.04%
27,927
+18,096
500
$1.48M 0.04%
30,492
+4,316
18 19
20
21 22