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
$4.1B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$21.3M
3
+$15.2M
4
XHR
Xenia Hotels & Resorts
XHR
+$13.2M
5
CHRD icon
Chord Energy
CHRD
+$11.6M

Top Sells

1
+$20.4M
2
+$18.1M
3
+$16.2M
4
SHO icon
Sunstone Hotel Investors
SHO
+$15.4M
5
PDCE
PDC Energy, Inc.
PDCE
+$11.5M

Sector Composition

1 Industrials 20.32%
2 Financials 19.68%
3 Technology 12.93%
4 Healthcare 10.99%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$459K 0.01%
22,921
+538
602
$454K 0.01%
20,651
603
$440K 0.01%
12,235
+287
604
$435K 0.01%
58,454
+4,749
605
$429K 0.01%
10,238
-51
606
$423K 0.01%
+17,074
607
$417K 0.01%
92,840
608
$403K 0.01%
24,056
+565
609
$389K 0.01%
52,741
+7,712
610
$382K 0.01%
58,520
+1,375
611
$373K 0.01%
230,427
612
$365K 0.01%
+15,043
613
$365K 0.01%
+17,365
614
$338K 0.01%
47,555
615
$330K 0.01%
5,483
616
$324K 0.01%
+25,477
617
$317K 0.01%
3,151
+74
618
$310K 0.01%
27,638
619
$295K 0.01%
10,662
-3,965
620
$283K 0.01%
21,565
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621
$283K 0.01%
45,597
622
$280K 0.01%
21,628
623
$278K 0.01%
+21,492
624
$269K 0.01%
36,851
625
$268K 0.01%
7,300
+1,752
23 24
25
26 27