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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.66M
3
+$9.34M
4
STEL icon
Stellar Bancorp
STEL
+$8.76M
5
SF icon
Stifel
SF
+$7.25M

Top Sells

1
+$18.6M
2
+$13M
3
+$10.8M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
PACW
PacWest Bancorp
PACW
+$8.87M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.04%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$551K 0.02%
+4,900
552
$545K 0.02%
+13,458
553
$539K 0.02%
+64,528
554
$505K 0.01%
24,488
+7,591
555
$497K 0.01%
2,457
-20,784
556
$496K 0.01%
+16,206
557
$488K 0.01%
14,220
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558
$487K 0.01%
65,350
-49,492
559
$484K 0.01%
21,280
-31,103
560
$482K 0.01%
59,929
+34,481
561
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562
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6,330
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563
$473K 0.01%
6,522
+2,467
564
$461K 0.01%
29,368
+15,956
565
$459K 0.01%
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566
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32,540
567
$454K 0.01%
28,899
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568
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5,017
-6,881
569
$438K 0.01%
+46,311
570
$435K 0.01%
13,123
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571
$429K 0.01%
27,638
+18
572
$427K 0.01%
8,135
-204
573
$417K 0.01%
5,483
574
$399K 0.01%
8,486
-204
575
$394K 0.01%
52,993
+36,844
21 22
23
24 25