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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$13.4M
3
+$10.9M
4
DEA
Easterly Government Properties
DEA
+$10.9M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.5M

Top Sells

1
+$37M
2
+$21.7M
3
+$15.4M
4
TFIN icon
Triumph Financial Inc
TFIN
+$12.1M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$11.9M

Sector Composition

1 Financials 19.17%
2 Technology 14.88%
3 Industrials 14.36%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.76M 0.04%
104,068
-1,835
552
$1.76M 0.04%
179,558
+6,078
553
$1.76M 0.04%
21,252
-19,310
554
$1.76M 0.04%
31,626
-29,788
555
$1.76M 0.04%
209,010
-306,031
556
$1.74M 0.04%
999,087
-298,385
557
$1.72M 0.04%
+146,751
558
$1.72M 0.04%
11,250
-5,882
559
$1.71M 0.04%
+78,833
560
$1.7M 0.04%
163,744
+6,744
561
$1.7M 0.04%
+67,677
562
$1.69M 0.04%
248,522
-98,992
563
$1.66M 0.04%
29,990
+3,042
564
$1.65M 0.04%
62,241
-65,597
565
$1.64M 0.04%
60,330
-5,176
566
$1.62M 0.04%
+37,500
567
$1.62M 0.04%
246,260
+431
568
$1.61M 0.04%
46,761
-44,116
569
$1.6M 0.04%
49,330
-11,579
570
$1.53M 0.04%
795,589
+2,239
571
$1.52M 0.04%
59,539
-13,907
572
$1.52M 0.04%
79,462
+40,836
573
$1.5M 0.04%
50,924
-386,609
574
$1.48M 0.04%
500,910
+910
575
$1.46M 0.03%
+80,429
21 22
23
24 25