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
$4.1B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$21.3M
3
+$15.2M
4
XHR
Xenia Hotels & Resorts
XHR
+$13.2M
5
CHRD icon
Chord Energy
CHRD
+$11.6M

Top Sells

1
+$20.4M
2
+$18.1M
3
+$16.2M
4
SHO icon
Sunstone Hotel Investors
SHO
+$15.4M
5
PDCE
PDC Energy, Inc.
PDCE
+$11.5M

Sector Composition

1 Industrials 20.32%
2 Financials 19.68%
3 Technology 12.93%
4 Healthcare 10.99%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.48M 0.04%
150,167
502
$1.47M 0.04%
75,062
+23,219
503
$1.47M 0.04%
315,641
+7,123
504
$1.47M 0.04%
82,259
505
$1.46M 0.04%
204,192
506
$1.45M 0.04%
+115,121
507
$1.44M 0.04%
+74,866
508
$1.43M 0.03%
645,041
+219,932
509
$1.43M 0.03%
+55,000
510
$1.42M 0.03%
331,347
511
$1.41M 0.03%
9,993
+1,430
512
$1.41M 0.03%
50,223
-25,375
513
$1.4M 0.03%
17,907
-42,052
514
$1.4M 0.03%
127,757
515
$1.39M 0.03%
258,550
516
$1.39M 0.03%
92,571
+77,559
517
$1.38M 0.03%
297,764
-2,259
518
$1.35M 0.03%
225,072
519
$1.33M 0.03%
44,201
-54,825
520
$1.33M 0.03%
5,974
+847
521
$1.32M 0.03%
153,121
522
$1.31M 0.03%
116,359
523
$1.3M 0.03%
75,014
-604
524
$1.29M 0.03%
12,573
+1,795
525
$1.29M 0.03%
+187,242
19 20
21
22 23