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
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$17.7M
3
+$17.5M
4
SUI icon
Sun Communities
SUI
+$17.3M
5
NFX
Newfield Exploration
NFX
+$15.3M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17M
5
MPW icon
Medical Properties Trust
MPW
+$15.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.79%
3 Industrials 13.39%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.71M 0.05%
185,836
-18,310
502
$2.71M 0.05%
1,128,747
-15,616
503
$2.7M 0.05%
203,253
+2,595
504
$2.7M 0.05%
84,033
-21,295
505
$2.69M 0.05%
180,525
+2,372
506
$2.69M 0.05%
151,120
-344
507
$2.69M 0.05%
50,482
+672
508
$2.69M 0.05%
202,802
-6,814
509
$2.67M 0.05%
+75,798
510
$2.67M 0.05%
611,500
+8,270
511
$2.65M 0.05%
466,573
-26,318
512
$2.65M 0.05%
75,824
+973
513
$2.64M 0.05%
95,714
-21,609
514
$2.62M 0.05%
225,457
+2,961
515
$2.62M 0.05%
621,357
+8,196
516
$2.62M 0.05%
202,039
+2,687
517
$2.6M 0.05%
50,482
+673
518
$2.59M 0.05%
499,880
-644,428
519
$2.59M 0.05%
+778,993
520
$2.59M 0.05%
101,453
-47,981
521
$2.59M 0.05%
233,547
+65,415
522
$2.58M 0.05%
402,411
+153,360
523
$2.57M 0.05%
166,482
-375,214
524
$2.57M 0.05%
226,300
-29,475
525
$2.54M 0.05%
26,706
-48,993
19 20
21
22 23