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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$9.86M
3
+$8.58M
4
BRMK
Broadmark Realty Capital Inc. Common Stock
BRMK
+$8.21M
5
OFG icon
OFG Bancorp
OFG
+$7M

Top Sells

1
+$16.3M
2
+$11.2M
3
+$10.4M
4
BRKR icon
Bruker
BRKR
+$9.52M
5
PLCE icon
Children's Place
PLCE
+$9.52M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.77%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.2M 0.05%
+151,517
527
$2.18M 0.05%
72,247
+112
528
$2.15M 0.05%
48,519
-827
529
$2.14M 0.05%
98,872
-64,343
530
$2.12M 0.05%
122,876
-167,855
531
$2.08M 0.05%
+94,073
532
$2.08M 0.05%
+28,731
533
$2.07M 0.05%
50,053
-67,283
534
$2.06M 0.05%
+122,972
535
$2.04M 0.05%
360,946
+112,318
536
$2.04M 0.05%
53,410
+14,359
537
$2.03M 0.05%
96,622
-2,439
538
$2.02M 0.05%
187,866
+160,915
539
$2M 0.05%
63,405
-81,134
540
$2M 0.05%
171,856
-142,924
541
$1.99M 0.05%
57,903
-1,172
542
$1.99M 0.05%
+71,354
543
$1.98M 0.05%
36,757
-49,766
544
$1.98M 0.05%
+85,848
545
$1.95M 0.05%
1,102,111
+43,657
546
$1.94M 0.05%
+57,794
547
$1.91M 0.05%
839,409
+26,650
548
$1.89M 0.05%
+189,686
549
$1.88M 0.05%
122,776
-23,220
550
$1.88M 0.05%
39,800
-33,372
20 21
22
23 24