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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.03M 0.02%
88,334
-230,312
602
$1.03M 0.02%
26,416
-197
603
$1.02M 0.02%
41,310
-2,466
604
$1.01M 0.02%
191,804
-862,323
605
$971K 0.02%
+46,013
606
$965K 0.02%
98,896
-1,081
607
$953K 0.02%
198,160
+23,184
608
$953K 0.02%
48,886
609
$941K 0.02%
148
610
$938K 0.02%
29,676
-314
611
$935K 0.02%
8,933
-668
612
$893K 0.02%
79,213
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613
$891K 0.02%
3,107
-18
614
$891K 0.02%
+109,200
615
$888K 0.02%
92,802
616
$886K 0.02%
43,930
617
$870K 0.02%
38,390
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618
$869K 0.02%
+30,000
619
$847K 0.02%
+75,507
620
$833K 0.02%
+150,000
621
$805K 0.02%
18,380
+1,104
622
$796K 0.02%
42,186
-261,302
623
$791K 0.02%
27,545
+13,243
624
$789K 0.02%
+49,748
625
$788K 0.02%
49,667
-147,403
23 24
25
26 27