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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$787K 0.02%
20,791
-43
502
$784K 0.02%
99,176
+1,911
503
$757K 0.02%
78,604
-761
504
$752K 0.02%
+78,380
505
$745K 0.02%
33,123
-19,516
506
$741K 0.02%
4,238
+946
507
$737K 0.02%
117,014
-1,137
508
$723K 0.02%
7,937
+207
509
$716K 0.02%
83,216
-907
510
$715K 0.02%
36,926
-359
511
$708K 0.02%
23,075
-231
512
$700K 0.02%
91,715
-9,860
513
$679K 0.02%
28,068
-331
514
$670K 0.02%
47,652
-469
515
$664K 0.02%
23,745
-49
516
$661K 0.02%
+18,096
517
$660K 0.02%
19,723
-330
518
$656K 0.02%
24,316
-201
519
$651K 0.02%
1,853
-4
520
$649K 0.02%
7,842
-29,092
521
$647K 0.02%
56,068
+72
522
$637K 0.02%
+5,258
523
$622K 0.02%
46,466
-398
524
$612K 0.02%
15,060
-32
525
$596K 0.02%
114,437
+125
19 20
21
22 23