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

Top Buys

1
+$9.99M
2
+$9.55M
3
+$8.74M
4
XPO icon
XPO
XPO
+$8.24M
5
COOP
Mr. Cooper
COOP
+$7.67M

Top Sells

1
+$12.5M
2
+$12.2M
3
+$9.6M
4
PDCE
PDC Energy, Inc.
PDCE
+$9.53M
5
FFWM icon
First Foundation Inc
FFWM
+$8.78M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.19%
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
$584K 0.02%
46,001
+2,220
529
$578K 0.02%
228,492
-2,296
530
$566K 0.02%
+27,365
531
$562K 0.02%
20,694
-1,001
532
$555K 0.02%
2,545
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533
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+28,769
534
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112,269
-1,082
535
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+8,386
536
$543K 0.02%
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537
$536K 0.02%
2,046
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538
$530K 0.01%
3,262
-6
539
$521K 0.01%
36,370
-350
540
$492K 0.01%
12,892
+1,884
541
$488K 0.01%
70,762
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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
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546
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5,022
-10
547
$449K 0.01%
16,089
-19,901
548
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17,216
-37
549
$445K 0.01%
4,540
-432
550
$440K 0.01%
+34,347
20 21
22
23 24