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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.4M
3
+$15.2M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.5M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.7M

Top Sells

1
+$13.8M
2
+$11.6M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
PNW icon
Pinnacle West Capital
PNW
+$9.99M

Sector Composition

1 Financials 19.75%
2 Industrials 14.28%
3 Technology 14.23%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.17M 0.05%
76,495
-71,580
527
$2.17M 0.05%
+500,000
528
$2.16M 0.05%
32,478
+852
529
$2.15M 0.05%
51,449
-7,036
530
$2.12M 0.05%
32,812
-4,802
531
$2.08M 0.05%
123,645
-1,355
532
$2.08M 0.05%
207,647
+2,940
533
$2.07M 0.05%
68,656
-5,845
534
$2.03M 0.05%
106,738
-15,918
535
$2.02M 0.05%
86,399
+18,722
536
$2.01M 0.05%
21,422
+532
537
$2M 0.05%
191,715
+12,157
538
$1.98M 0.05%
181,509
+51,487
539
$1.97M 0.05%
+248,716
540
$1.94M 0.05%
148,896
-1,381
541
$1.92M 0.05%
124,907
-66,002
542
$1.91M 0.05%
143,739
-20,987
543
$1.9M 0.05%
126,507
-4,176
544
$1.86M 0.04%
269,839
-3,511
545
$1.85M 0.04%
26,020
-48,164
546
$1.84M 0.04%
99,198
-100,675
547
$1.83M 0.04%
46,716
+1,219
548
$1.83M 0.04%
+74,651
549
$1.82M 0.04%
223,028
-2,289
550
$1.82M 0.04%
157,156
+88,466
20 21
22
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