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
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$17.7M
3
+$17.5M
4
SUI icon
Sun Communities
SUI
+$17.3M
5
NFX
Newfield Exploration
NFX
+$15.3M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17M
5
MPW icon
Medical Properties Trust
MPW
+$15.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.79%
3 Industrials 13.39%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.91M 0.04%
40,844
-460
577
$1.9M 0.04%
40,094
-28,704
578
$1.9M 0.04%
271,870
+3,643
579
$1.89M 0.04%
840,394
-38,789
580
$1.88M 0.04%
+20,936
581
$1.83M 0.04%
+170,000
582
$1.83M 0.04%
200,715
-10,502
583
$1.82M 0.04%
+100,000
584
$1.81M 0.04%
46,575
-9,687
585
$1.8M 0.04%
+116,004
586
$1.8M 0.04%
530,121
-288,861
587
$1.78M 0.04%
+149,773
588
$1.76M 0.04%
83,616
-707
589
$1.76M 0.04%
75,972
+1,005
590
$1.73M 0.04%
70,233
-154
591
$1.71M 0.03%
84,758
+1,614
592
$1.71M 0.03%
+59,169
593
$1.7M 0.03%
267,766
-14,001
594
$1.69M 0.03%
+67,542
595
$1.68M 0.03%
94,224
+19,141
596
$1.68M 0.03%
89,904
-205
597
$1.67M 0.03%
162,209
-89,284
598
$1.67M 0.03%
27,999
-297
599
$1.66M 0.03%
717,224
+500
600
$1.66M 0.03%
+20,162
22 23
24
25 26