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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$11.4M
3
+$11.3M
4
DEA
Easterly Government Properties
DEA
+$11.2M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.43M

Top Sells

1
+$37M
2
+$23.9M
3
+$15.4M
4
IVC
Invacare Corporation
IVC
+$13.7M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$11.4M

Sector Composition

1 Financials 19.2%
2 Technology 14.95%
3 Industrials 14.24%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.46M 0.03%
+80,429
577
$1.45M 0.03%
26,481
-44,842
578
$1.43M 0.03%
60,010
-1,051
579
$1.39M 0.03%
225,317
+125,317
580
$1.37M 0.03%
49,941
-791
581
$1.36M 0.03%
150,277
+277
582
$1.36M 0.03%
+3,125
583
$1.36M 0.03%
126,983
+29,948
584
$1.35M 0.03%
54,882
+99
585
$1.31M 0.03%
148
+4
586
$1.31M 0.03%
+130,022
587
$1.31M 0.03%
235,898
+9,900
588
$1.31M 0.03%
144,596
-2,441
589
$1.31M 0.03%
+26,650
590
$1.31M 0.03%
39,803
+71
591
$1.29M 0.03%
87,843
+152
592
$1.29M 0.03%
23,707
-1,032
593
$1.28M 0.03%
54,095
-6,614
594
$1.25M 0.03%
43,776
-1,978
595
$1.25M 0.03%
60,960
-24,871
596
$1.23M 0.03%
+100,000
597
$1.2M 0.03%
+50,000
598
$1.2M 0.03%
80,396
+27,336
599
$1.2M 0.03%
70,692
+9,215
600
$1.18M 0.03%
174,976
+50,230
22 23
24
25 26