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

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
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%
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555
$405K 0.01%
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56,859
-353,248
557
$399K 0.01%
4,654
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558
$390K 0.01%
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560
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561
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565
$348K 0.01%
5,574
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2,439
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$303K 0.01%
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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