KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$27.3M
2
+$13.4M
3
+$10.9M
4
DEA
Easterly Government Properties
DEA
+$10.9M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.5M

Top Sells

1
+$37M
2
+$21.7M
3
+$15.4M
4
TFIN icon
Triumph Financial Inc
TFIN
+$12.1M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$11.9M

Sector Composition

1 Financials 19.17%
2 Technology 14.88%
3 Industrials 14.36%
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%
62,691
-2,939
527
$2.16M 0.05%
58,485
-92,564
528
$2.15M 0.05%
204,707
-5,829
529
$2.15M 0.05%
+100,000
530
$2.15M 0.05%
130,683
-67,799
531
$2.12M 0.05%
+125,000
532
$2.12M 0.05%
45,497
-147,115
533
$2.12M 0.05%
164,726
-38,386
534
$2.09M 0.05%
63,836
-1,535
535
$2.05M 0.05%
779,227
+14,861
536
$2.03M 0.05%
+395,004
537
$2.03M 0.05%
125,437
+2,188
538
$2.01M 0.05%
+176,469
539
$2M 0.05%
884,325
+9,411
540
$1.99M 0.05%
+50,000
541
$1.93M 0.05%
41,662
-38,922
542
$1.89M 0.04%
+139,934
543
$1.89M 0.04%
+125,000
544
$1.87M 0.04%
39,894
-56,309
545
$1.87M 0.04%
176,406
+7,919
546
$1.87M 0.04%
392,296
-137,333
547
$1.86M 0.04%
+20,890
548
$1.82M 0.04%
131,392
-296,383
549
$1.81M 0.04%
38,377
-48,935
550
$1.77M 0.04%
88,019
-3,906
20 21
22
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