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
$4.1B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$21.3M
3
+$15.2M
4
XHR
Xenia Hotels & Resorts
XHR
+$13.2M
5
CHRD icon
Chord Energy
CHRD
+$11.6M

Top Sells

1
+$20.4M
2
+$18.1M
3
+$16.2M
4
SHO icon
Sunstone Hotel Investors
SHO
+$15.4M
5
PDCE
PDC Energy, Inc.
PDCE
+$11.5M

Sector Composition

1 Industrials 20.32%
2 Financials 19.68%
3 Technology 12.93%
4 Healthcare 10.99%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.29M 0.03%
163,623
+107,719
527
$1.28M 0.03%
5,400
+746
528
$1.23M 0.03%
26,231
529
$1.22M 0.03%
12,130
+2,000
530
$1.2M 0.03%
38,972
-7,889
531
$1.19M 0.03%
22,604
-21,990
532
$1.18M 0.03%
+15,311
533
$1.17M 0.03%
+152,185
534
$1.16M 0.03%
93,708
+2,202
535
$1.15M 0.03%
44,675
+29,927
536
$1.15M 0.03%
31,321
-39,191
537
$1.15M 0.03%
+37,164
538
$1.11M 0.03%
32,518
539
$1.09M 0.03%
223,893
+58,893
540
$1.08M 0.03%
+32,229
541
$1.07M 0.03%
50,399
+5,422
542
$1.06M 0.03%
69,412
543
$1.05M 0.03%
35,105
544
$1.05M 0.03%
+104,709
545
$1.04M 0.03%
21,812
-3,208
546
$1.02M 0.03%
6,356
+876
547
$1.01M 0.02%
158,675
+73,746
548
$1.01M 0.02%
+64,897
549
$990K 0.02%
64,049
+318
550
$980K 0.02%
13,221
-5,057
20 21
22
23 24