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
601
$1.66M 0.03%
284,494
+3,713
602
$1.66M 0.03%
+25,000
603
$1.65M 0.03%
80,260
+669
604
$1.64M 0.03%
47,468
-82,416
605
$1.64M 0.03%
+71,819
606
$1.64M 0.03%
88,910
+1,138
607
$1.63M 0.03%
75,910
-119,309
608
$1.62M 0.03%
+84,253
609
$1.62M 0.03%
227,642
-528
610
$1.61M 0.03%
20,842
-121
611
$1.6M 0.03%
119,688
+7,865
612
$1.6M 0.03%
+74,847
613
$1.59M 0.03%
34,344
-329
614
$1.57M 0.03%
+300,000
615
$1.56M 0.03%
202,702
+52,502
616
$1.53M 0.03%
86,981
-61,401
617
$1.51M 0.03%
139,393
+50,797
618
$1.5M 0.03%
10,883
-106
619
$1.49M 0.03%
69,840
-130,160
620
$1.48M 0.03%
25,097
+334
621
$1.48M 0.03%
+115,054
622
$1.44M 0.03%
76,596
-3,825
623
$1.43M 0.03%
449,155
-111,495
624
$1.43M 0.03%
8,568
-85
625
$1.42M 0.03%
82,711
-1,071
23 24
25
26 27