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

Top Buys

1
+$16.4M
2
+$15.4M
3
+$15.2M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.5M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.7M

Top Sells

1
+$13.8M
2
+$11.6M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
PNW icon
Pinnacle West Capital
PNW
+$9.99M

Sector Composition

1 Financials 19.75%
2 Industrials 14.28%
3 Technology 14.23%
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%
26,416
-197
602
$1.02M 0.02%
41,310
-2,466
603
$1.01M 0.02%
191,804
-862,323
604
$971K 0.02%
+46,013
605
$965K 0.02%
98,896
-1,081
606
$953K 0.02%
198,160
+23,184
607
$953K 0.02%
48,886
608
$941K 0.02%
148
609
$938K 0.02%
29,676
-314
610
$935K 0.02%
8,933
-668
611
$893K 0.02%
79,213
+995
612
$891K 0.02%
3,107
-18
613
$891K 0.02%
+109,200
614
$888K 0.02%
92,802
615
$886K 0.02%
43,930
616
$870K 0.02%
38,390
-3,334
617
$869K 0.02%
+30,000
618
$847K 0.02%
+75,507
619
$833K 0.02%
+150,000
620
$805K 0.02%
18,380
+1,104
621
$796K 0.02%
42,186
-261,302
622
$791K 0.02%
27,545
+13,243
623
$789K 0.02%
+49,748
624
$788K 0.02%
49,667
-147,403
625
$776K 0.02%
+165,009
23 24
25
26 27