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
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$17.7M
3
+$17.5M
4
SUI icon
Sun Communities
SUI
+$17.3M
5
NFX
Newfield Exploration
NFX
+$15.3M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17M
5
MPW icon
Medical Properties Trust
MPW
+$15.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.79%
3 Industrials 13.39%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.19M 0.04%
75,445
-2,923
552
$2.18M 0.04%
93,280
+68,280
553
$2.17M 0.04%
75,299
-10,858
554
$2.17M 0.04%
+200,000
555
$2.14M 0.04%
261,715
+109,732
556
$2.13M 0.04%
201,139
+6,331
557
$2.12M 0.04%
100,049
+50,666
558
$2.11M 0.04%
177,537
-187,222
559
$2.11M 0.04%
84,639
-14,735
560
$2.1M 0.04%
50,497
-662
561
$2.1M 0.04%
46,725
+613
562
$2.1M 0.04%
185,521
+2,491
563
$2.09M 0.04%
25,896
-98,323
564
$2.04M 0.04%
34,243
-367
565
$2.02M 0.04%
42,387
+8,207
566
$2M 0.04%
9,536
-117
567
$2M 0.04%
150,026
+94,021
568
$1.98M 0.04%
56,803
-89,781
569
$1.98M 0.04%
120,593
-47,727
570
$1.96M 0.04%
72,190
-160
571
$1.95M 0.04%
98,175
-225
572
$1.93M 0.04%
117,962
-6,146
573
$1.92M 0.04%
286,832
+2,470
574
$1.92M 0.04%
99,810
+1,329
575
$1.91M 0.04%
187,500
+80,690
21 22
23
24 25