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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.81M
3
+$9.42M
4
PINE
Alpine Income Property Trust
PINE
+$8.68M
5
OFG icon
OFG Bancorp
OFG
+$7.57M

Top Sells

1
+$18.3M
2
+$11.2M
3
+$10.6M
4
ICHR icon
Ichor Holdings
ICHR
+$10.3M
5
BRKR icon
Bruker
BRKR
+$10.2M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.83%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.51M 0.04%
477,162
-11,499
577
$1.5M 0.04%
109,465
-4,879
578
$1.49M 0.04%
+45,051
579
$1.49M 0.04%
55,656
-356,669
580
$1.49M 0.04%
18,763
-701
581
$1.47M 0.04%
+179,566
582
$1.46M 0.04%
98,722
-491,943
583
$1.46M 0.04%
52,665
-461
584
$1.45M 0.04%
66,143
+19,887
585
$1.41M 0.03%
47,000
-192,612
586
$1.4M 0.03%
75,954
-4,199
587
$1.39M 0.03%
88,116
-121,111
588
$1.37M 0.03%
+60,568
589
$1.36M 0.03%
+81,926
590
$1.32M 0.03%
68,448
+48,315
591
$1.32M 0.03%
221,197
+3,979
592
$1.31M 0.03%
141,510
-3,548
593
$1.3M 0.03%
498,172
+259,608
594
$1.25M 0.03%
15,972
-15,890
595
$1.25M 0.03%
7,483
-65
596
$1.21M 0.03%
+247,870
597
$1.2M 0.03%
52,318
+3,432
598
$1.19M 0.03%
597,191
-20,533
599
$1.19M 0.03%
+67,726
600
$1.18M 0.03%
+61,939
22 23
24
25 26