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
601
$1.17M 0.03%
11,140
-7,032
602
$1.16M 0.03%
48,773
-144,758
603
$1.15M 0.03%
33,006
-296
604
$1.14M 0.03%
29,704
+15
605
$1.14M 0.03%
292,729
+172,486
606
$1.1M 0.03%
+26,739
607
$1.1M 0.03%
73,886
-59,845
608
$1.07M 0.03%
47,243
+1,799
609
$1.07M 0.03%
139,881
+7,207
610
$1M 0.02%
+4,554
611
$983K 0.02%
+13,871
612
$968K 0.02%
47,289
-1,345
613
$955K 0.02%
42,232
+14,508
614
$952K 0.02%
15,284
-138
615
$945K 0.02%
292,466
-98,001
616
$936K 0.02%
463,161
+24,389
617
$918K 0.02%
+49,993
618
$914K 0.02%
146
-2
619
$913K 0.02%
+49,317
620
$904K 0.02%
64,280
+52,776
621
$897K 0.02%
+17,225
622
$885K 0.02%
141,541
-53,966
623
$874K 0.02%
94,697
-1,680
624
$856K 0.02%
45,639
+22,327
625
$848K 0.02%
+107,045
23 24
25
26 27