KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$27.3M
2
+$13.4M
3
+$10.9M
4
DEA
Easterly Government Properties
DEA
+$10.9M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.5M

Top Sells

1
+$37M
2
+$21.7M
3
+$15.4M
4
TFIN icon
Triumph Financial Inc
TFIN
+$12.1M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$11.9M

Sector Composition

1 Financials 19.17%
2 Technology 14.88%
3 Industrials 14.36%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.45M 0.03%
26,481
-44,842
577
$1.39M 0.03%
225,317
+125,317
578
$1.37M 0.03%
49,941
-791
579
$1.36M 0.03%
150,277
+277
580
$1.36M 0.03%
+3,125
581
$1.36M 0.03%
126,983
+29,948
582
$1.35M 0.03%
54,882
+99
583
$1.31M 0.03%
148
+4
584
$1.31M 0.03%
+130,022
585
$1.31M 0.03%
235,898
+9,900
586
$1.31M 0.03%
144,596
-2,441
587
$1.31M 0.03%
+26,650
588
$1.31M 0.03%
39,803
+71
589
$1.29M 0.03%
87,843
+152
590
$1.29M 0.03%
23,707
-1,032
591
$1.28M 0.03%
54,095
-6,614
592
$1.25M 0.03%
43,776
-1,978
593
$1.25M 0.03%
60,960
-24,871
594
$1.23M 0.03%
+100,000
595
$1.2M 0.03%
+50,000
596
$1.2M 0.03%
80,396
+27,336
597
$1.2M 0.03%
70,692
+9,215
598
$1.18M 0.03%
174,976
+50,230
599
$1.17M 0.03%
315,620
-6,422,158
600
$1.14M 0.03%
60,424
-72,878
22 23
24
25 26