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
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.5M
3
+$16M
4
SUI icon
Sun Communities
SUI
+$15.9M
5
ADPT
Adeptus Health Inc
ADPT
+$14.5M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17.1M
5
MPT
Medical Properties Trust
MPT
+$14.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.76%
3 Industrials 13.47%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.42M 0.03%
201,240
+2,664
627
$1.42M 0.03%
101,102
-418,491
628
$1.38M 0.03%
99,011
+1,323
629
$1.34M 0.03%
215,342
-693,602
630
$1.34M 0.03%
48,288
-113
631
$1.34M 0.03%
99,773
-8,552
632
$1.29M 0.03%
25,099
+334
633
$1.28M 0.03%
+56,219
634
$1.27M 0.03%
47,283
+198
635
$1.25M 0.03%
148,676
+1,944
636
$1.24M 0.03%
24,113
-56
637
$1.22M 0.02%
21,125
-205
638
$1.2M 0.02%
146,115
+1,902
639
$1.18M 0.02%
50,090
-110
640
$1.15M 0.02%
247,507
+3,301
641
$1.12M 0.02%
99,381
-106,738
642
$1.12M 0.02%
202,902
+53,472
643
$1.11M 0.02%
25,000
+10,000
644
$1.08M 0.02%
37,997
+25,114
645
$1.04M 0.02%
121,045
+47,364
646
$1.04M 0.02%
+75,000
647
$1.02M 0.02%
+109,242
648
$1.01M 0.02%
24,537
-3,225
649
$982K 0.02%
+120,000
650
$966K 0.02%
7,284
-6,355
24 25
26
27 28