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
601
$1.09M 0.03%
53,710
-194,455
602
$1.08M 0.03%
+32,510
603
$1.07M 0.03%
42,541
-746
604
$1.06M 0.03%
33,397
+240
605
$1.06M 0.03%
82,128
+16,740
606
$1.06M 0.03%
20,797
-11,614
607
$1.02M 0.02%
+700,000
608
$1.02M 0.02%
+52,342
609
$1.02M 0.02%
9,601
-86,548
610
$1.01M 0.02%
43,930
-759
611
$1.01M 0.02%
48,886
-790
612
$1.01M 0.02%
26,333
-9,150
613
$1M 0.02%
26,613
+5,369
614
$995K 0.02%
+49,159
615
$995K 0.02%
+34,490
616
$962K 0.02%
349,843
+1,610
617
$907K 0.02%
170,169
+283
618
$889K 0.02%
643,850
+1,123
619
$889K 0.02%
17,276
-17,093
620
$880K 0.02%
68,690
-26,660
621
$868K 0.02%
92,802
-58,826
622
$854K 0.02%
56,767
+100
623
$849K 0.02%
78,218
+13,620
624
$848K 0.02%
86,351
-38,269
625
$842K 0.02%
+46,089
23 24
25
26 27