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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.66M
3
+$9.34M
4
STEL icon
Stellar Bancorp
STEL
+$8.76M
5
SF icon
Stifel
SF
+$7.25M

Top Sells

1
+$18.6M
2
+$13M
3
+$10.8M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
PACW
PacWest Bancorp
PACW
+$8.87M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.04%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$885K 0.03%
+29,746
502
$884K 0.03%
51,845
503
$878K 0.03%
35,662
504
$875K 0.03%
6,008
-75
505
$871K 0.03%
10,532
-2,986
506
$831K 0.02%
122,590
+64,618
507
$815K 0.02%
6,108
-1,700
508
$811K 0.02%
60,128
509
$801K 0.02%
6,587
+1,259
510
$798K 0.02%
+31,984
511
$787K 0.02%
92,840
-10,858
512
$768K 0.02%
+50,562
513
$768K 0.02%
200,032
-277,210
514
$761K 0.02%
+11,156
515
$754K 0.02%
9,894
516
$743K 0.02%
176,809
+238
517
$739K 0.02%
52,346
518
$738K 0.02%
55,248
-44,716
519
$736K 0.02%
87,409
520
$733K 0.02%
+42,163
521
$718K 0.02%
13,628
522
$715K 0.02%
47,930
-54,889
523
$709K 0.02%
78,477
+52
524
$699K 0.02%
24,923
525
$693K 0.02%
49,842
-454,221
19 20
21
22 23