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

Top Buys

1
+$26.4M
2
+$17.7M
3
+$17.5M
4
SUI icon
Sun Communities
SUI
+$17.3M
5
NFX
Newfield Exploration
NFX
+$15.3M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17M
5
MPW icon
Medical Properties Trust
MPW
+$15.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.79%
3 Industrials 13.39%
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%
79,650
+20,990
627
$1.42M 0.03%
201,240
+2,664
628
$1.42M 0.03%
101,102
-418,491
629
$1.38M 0.03%
99,011
+1,323
630
$1.34M 0.03%
215,342
-693,602
631
$1.34M 0.03%
48,288
-113
632
$1.34M 0.03%
99,773
-8,552
633
$1.29M 0.03%
25,099
+334
634
$1.28M 0.03%
+56,219
635
$1.27M 0.03%
47,283
+198
636
$1.25M 0.03%
148,676
+1,944
637
$1.24M 0.03%
24,113
-56
638
$1.22M 0.02%
21,125
-205
639
$1.2M 0.02%
146,115
+1,902
640
$1.18M 0.02%
50,090
-110
641
$1.15M 0.02%
247,507
+3,301
642
$1.12M 0.02%
99,381
-106,738
643
$1.12M 0.02%
202,902
+53,472
644
$1.11M 0.02%
25,000
+10,000
645
$1.08M 0.02%
37,997
+25,114
646
$1.04M 0.02%
121,045
+47,364
647
$1.04M 0.02%
+75,000
648
$1.02M 0.02%
+109,242
649
$1.01M 0.02%
24,537
-3,225
650
$982K 0.02%
+120,000
24 25
26
27 28