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
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$17.7M
3
+$17.5M
4
SUI icon
Sun Communities
SUI
+$17.3M
5
NFX
Newfield Exploration
NFX
+$15.3M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17M
5
MPW icon
Medical Properties Trust
MPW
+$15.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.79%
3 Industrials 13.39%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.54M 0.05%
171,983
+40,146
527
$2.52M 0.05%
486,675
+6,461
528
$2.46M 0.05%
428,157
+104,333
529
$2.44M 0.05%
145,233
-106,633
530
$2.43M 0.05%
964,860
-96,596
531
$2.43M 0.05%
60,948
-9,921
532
$2.43M 0.05%
225,660
-11,812
533
$2.42M 0.05%
91,472
+5,276
534
$2.42M 0.05%
287,058
-14,970
535
$2.41M 0.05%
211,352
+200,892
536
$2.41M 0.05%
196,343
+124,712
537
$2.4M 0.05%
798,691
+306,482
538
$2.38M 0.05%
101,450
+25,896
539
$2.35M 0.05%
78,706
-3,019
540
$2.33M 0.05%
114,454
-3,108
541
$2.33M 0.05%
314,241
-34,319
542
$2.32M 0.05%
168,823
-9,653
543
$2.3M 0.05%
127,716
+79,424
544
$2.3M 0.05%
249,810
-284,881
545
$2.29M 0.05%
101,058
-226
546
$2.29M 0.05%
330,239
+4,243
547
$2.29M 0.05%
65,943
-151
548
$2.28M 0.05%
483,205
-1,119
549
$2.25M 0.05%
84,157
-116,345
550
$2.23M 0.05%
417,343
+5,532
20 21
22
23 24