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
$4.1B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$21.3M
3
+$15.2M
4
XHR
Xenia Hotels & Resorts
XHR
+$13.2M
5
CHRD icon
Chord Energy
CHRD
+$11.6M

Top Sells

1
+$20.4M
2
+$18.1M
3
+$16.2M
4
SHO icon
Sunstone Hotel Investors
SHO
+$15.4M
5
PDCE
PDC Energy, Inc.
PDCE
+$11.5M

Sector Composition

1 Industrials 20.32%
2 Financials 19.68%
3 Technology 12.93%
4 Healthcare 10.99%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$941K 0.02%
19,644
552
$933K 0.02%
72,561
+236
553
$929K 0.02%
275,814
+395
554
$929K 0.02%
24,317
-122
555
$900K 0.02%
44,872
556
$889K 0.02%
+48,698
557
$883K 0.02%
+62,236
558
$881K 0.02%
7,556
-75,797
559
$876K 0.02%
55,248
560
$873K 0.02%
38,944
+6,517
561
$870K 0.02%
48,888
-8,183
562
$864K 0.02%
66,417
563
$859K 0.02%
82,347
564
$849K 0.02%
36,740
565
$845K 0.02%
12,092
+2,354
566
$840K 0.02%
+11,674
567
$833K 0.02%
+20,643
568
$830K 0.02%
309,625
569
$797K 0.02%
392,843
570
$773K 0.02%
51,845
571
$767K 0.02%
24,329
-17,594
572
$765K 0.02%
10,969
573
$757K 0.02%
202,506
574
$756K 0.02%
19,852
+2,633
575
$754K 0.02%
71,717
+5,243
21 22
23
24 25