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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.81M
3
+$9.42M
4
PINE
Alpine Income Property Trust
PINE
+$8.68M
5
OFG icon
OFG Bancorp
OFG
+$7.57M

Top Sells

1
+$18.3M
2
+$11.2M
3
+$10.6M
4
ICHR icon
Ichor Holdings
ICHR
+$10.3M
5
BRKR icon
Bruker
BRKR
+$10.2M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.83%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.5M 0.06%
47,780
-1,145
502
$2.49M 0.06%
+98,489
503
$2.48M 0.06%
676,271
+569,718
504
$2.47M 0.06%
415,726
-14,713
505
$2.47M 0.06%
46,597
-50,757
506
$2.46M 0.06%
47,224
-48,257
507
$2.44M 0.06%
114,240
+180
508
$2.44M 0.06%
112,963
-107,378
509
$2.39M 0.06%
142,930
+79,835
510
$2.38M 0.06%
181,381
-5,071
511
$2.38M 0.06%
31,423
+10,251
512
$2.38M 0.06%
22,485
-1,903
513
$2.37M 0.06%
27,483
-242
514
$2.36M 0.06%
142,226
-147,915
515
$2.34M 0.06%
1,001,888
-181,663
516
$2.31M 0.06%
146,920
+49,177
517
$2.31M 0.06%
+65,430
518
$2.29M 0.06%
+48,999
519
$2.28M 0.06%
+279,809
520
$2.27M 0.06%
83,761
-1,727
521
$2.26M 0.06%
97,603
-70,813
522
$2.25M 0.06%
111,997
-9,834
523
$2.23M 0.05%
26,582
-3,803
524
$2.21M 0.05%
441,164
+252,577
525
$2.21M 0.05%
59,270
-59,997
19 20
21
22 23