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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.4M
3
+$15.2M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.5M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.7M

Top Sells

1
+$13.8M
2
+$11.6M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
PNW icon
Pinnacle West Capital
PNW
+$9.99M

Sector Composition

1 Financials 19.75%
2 Industrials 14.28%
3 Technology 14.23%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.78M 0.04%
+99,296
552
$1.77M 0.04%
594,625
-404,462
553
$1.75M 0.04%
243,024
-3,236
554
$1.73M 0.04%
49,442
-12,027
555
$1.71M 0.04%
72,135
+18,040
556
$1.69M 0.04%
10,895
-355
557
$1.69M 0.04%
469,978
-5,518
558
$1.67M 0.04%
149,007
+2,256
559
$1.67M 0.04%
71,917
+19,575
560
$1.65M 0.04%
+216,435
561
$1.64M 0.04%
48,014
+1,253
562
$1.62M 0.04%
33,478
-4,899
563
$1.62M 0.04%
35,124
-18,652
564
$1.6M 0.04%
49,178
-152
565
$1.55M 0.04%
104,458
-71,075
566
$1.53M 0.04%
+253,059
567
$1.51M 0.04%
54,322
-560
568
$1.51M 0.04%
49,941
569
$1.47M 0.03%
74,855
+25,696
570
$1.46M 0.03%
102,739
-109,033
571
$1.44M 0.03%
839,630
+44,041
572
$1.41M 0.03%
66,932
-246,910
573
$1.4M 0.03%
83,425
+37,336
574
$1.39M 0.03%
50,318
-83,624
575
$1.38M 0.03%
+193,330
21 22
23
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