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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.55M
3
+$8.74M
4
XPO icon
XPO
XPO
+$8.24M
5
COOP
Mr. Cooper
COOP
+$7.67M

Top Sells

1
+$12.5M
2
+$12.2M
3
+$9.6M
4
PDCE
PDC Energy, Inc.
PDCE
+$9.53M
5
FFWM icon
First Foundation Inc
FFWM
+$8.78M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.19%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$434K 0.01%
+26,980
552
$419K 0.01%
+12,017
553
$417K 0.01%
2,727
-251
554
$408K 0.01%
+3,536
555
$405K 0.01%
7,092
-676
556
$404K 0.01%
56,859
-353,248
557
$399K 0.01%
4,654
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558
$390K 0.01%
32,540
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559
$389K 0.01%
+3,986
560
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561
$365K 0.01%
7,981
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$360K 0.01%
14,540
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563
$357K 0.01%
72,347
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564
$350K 0.01%
120,631
-1,158
565
$348K 0.01%
5,574
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566
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1,456
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567
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6,703
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2,439
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569
$303K 0.01%
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570
$296K 0.01%
7,218
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571
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24,147
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572
$284K 0.01%
124,998
-652,067
573
$267K 0.01%
2,197
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574
$262K 0.01%
12,316
-370
575
$255K 0.01%
1,664
21 22
23
24 25