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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$592K 0.02%
27,090
-2,105
527
$591K 0.02%
259,067
-26,902
528
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46,001
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529
$578K 0.02%
228,492
-2,296
530
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+27,365
531
$562K 0.02%
20,694
-1,001
532
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2,545
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533
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534
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112,269
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535
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536
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537
$536K 0.02%
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538
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539
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36,370
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540
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12,892
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541
$488K 0.01%
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543
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25,855
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544
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11,460
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545
$452K 0.01%
49,802
-483
546
$450K 0.01%
5,022
-10
547
$449K 0.01%
16,089
-19,901
548
$449K 0.01%
17,216
-37
549
$445K 0.01%
4,540
-432
550
$440K 0.01%
+34,347
20 21
22
23 24