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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.81M
3
+$9.42M
4
PINE
Alpine Income Property Trust
PINE
+$8.68M
5
OFG icon
OFG Bancorp
OFG
+$7.57M

Top Sells

1
+$18.3M
2
+$11.2M
3
+$10.6M
4
ICHR icon
Ichor Holdings
ICHR
+$10.3M
5
BRKR icon
Bruker
BRKR
+$10.2M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.83%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.88M 0.05%
39,800
-33,372
552
$1.85M 0.05%
48,537
-68,549
553
$1.85M 0.05%
205,543
+85,468
554
$1.85M 0.05%
73,253
-50,575
555
$1.83M 0.04%
150,319
-6,948
556
$1.82M 0.04%
31,459
-641
557
$1.81M 0.04%
+709,687
558
$1.81M 0.04%
126,493
+6,211
559
$1.78M 0.04%
49,935
-6
560
$1.73M 0.04%
47,547
-1,212
561
$1.72M 0.04%
78,962
-1,672
562
$1.7M 0.04%
44,499
-905
563
$1.67M 0.04%
22,498
-19,557
564
$1.66M 0.04%
228,414
-7,854
565
$1.64M 0.04%
118,671
-19,153
566
$1.64M 0.04%
46,170
+33,205
567
$1.64M 0.04%
+213,761
568
$1.63M 0.04%
+63,289
569
$1.61M 0.04%
117,504
-118,114
570
$1.59M 0.04%
198,477
-21,467
571
$1.58M 0.04%
30,099
-246
572
$1.56M 0.04%
27,730
-120,858
573
$1.55M 0.04%
+148,127
574
$1.54M 0.04%
49,674
-8,600
575
$1.53M 0.04%
93,860
21 22
23
24 25