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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$11.4M
3
+$11.3M
4
DEA
Easterly Government Properties
DEA
+$11.2M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.43M

Top Sells

1
+$37M
2
+$23.9M
3
+$15.4M
4
IVC
Invacare Corporation
IVC
+$13.7M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$11.4M

Sector Composition

1 Financials 19.2%
2 Technology 14.95%
3 Industrials 14.24%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.16M 0.05%
+187,322
527
$2.16M 0.05%
62,691
-2,939
528
$2.16M 0.05%
58,485
-92,564
529
$2.15M 0.05%
204,707
-5,829
530
$2.15M 0.05%
+100,000
531
$2.15M 0.05%
130,683
-67,799
532
$2.12M 0.05%
+125,000
533
$2.12M 0.05%
45,497
-147,115
534
$2.12M 0.05%
164,726
-38,386
535
$2.09M 0.05%
63,836
-1,535
536
$2.05M 0.05%
779,227
+14,861
537
$2.03M 0.05%
+395,004
538
$2.03M 0.05%
119,464
+2,084
539
$2.01M 0.05%
+176,469
540
$2M 0.05%
884,325
+9,411
541
$1.99M 0.05%
+50,000
542
$1.93M 0.05%
41,662
-38,922
543
$1.89M 0.04%
+139,934
544
$1.89M 0.04%
+125,000
545
$1.87M 0.04%
39,894
-56,309
546
$1.87M 0.04%
176,406
+7,919
547
$1.87M 0.04%
392,296
-137,333
548
$1.86M 0.04%
+20,890
549
$1.82M 0.04%
131,392
-296,383
550
$1.81M 0.04%
38,377
-48,935
20 21
22
23 24