KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$13.4M
3
+$10.9M
4
DEA
Easterly Government Properties
DEA
+$10.9M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.5M

Top Sells

1
+$37M
2
+$21.7M
3
+$15.4M
4
TFIN icon
Triumph Financial Inc
TFIN
+$12.1M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$11.9M

Sector Composition

1 Financials 19.17%
2 Technology 14.88%
3 Industrials 14.36%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.47M 0.06%
+100,000
502
$2.45M 0.06%
191,071
+6,537
503
$2.44M 0.06%
+125,000
504
$2.43M 0.06%
+172,638
505
$2.43M 0.06%
273,350
+475
506
$2.42M 0.06%
+175,000
507
$2.42M 0.06%
175,533
-3,403
508
$2.42M 0.06%
475,496
+40,792
509
$2.42M 0.06%
403,817
-230,493
510
$2.42M 0.06%
135,669
-92,741
511
$2.35M 0.06%
208,497
-100,823
512
$2.35M 0.06%
22,716
-1,048
513
$2.34M 0.06%
237,539
-12,272
514
$2.33M 0.06%
104,019
-28,111
515
$2.33M 0.06%
53,307
-88,980
516
$2.32M 0.05%
58,933
-54,244
517
$2.3M 0.05%
+37,614
518
$2.29M 0.05%
10,289
-8,961
519
$2.27M 0.05%
+35,829
520
$2.27M 0.05%
15,603
-27,581
521
$2.25M 0.05%
49,717
+11,070
522
$2.25M 0.05%
118,986
-27,092
523
$2.21M 0.05%
101,123
-1,296
524
$2.16M 0.05%
38,351
-62,348
525
$2.16M 0.05%
+187,322
19 20
21
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