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
626
$748K 0.02%
25,738
-25,186
627
$741K 0.02%
50,083
-147,272
628
$735K 0.02%
32,645
+6,646
629
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15,716
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630
$687K 0.02%
197,533
-2,340
631
$682K 0.02%
28,070
-7,210
632
$668K 0.02%
20,708
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633
$648K 0.02%
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634
$644K 0.02%
+10,000
635
$644K 0.02%
691,964
-8,036
636
$638K 0.02%
167,914
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637
$631K 0.02%
33,233
-139,851
638
$610K 0.01%
27,724
639
$608K 0.01%
355,521
-6,125
640
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641
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50,426
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642
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643
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248,832
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644
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645
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43,924
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646
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231,613
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647
$511K 0.01%
+55,075
648
$503K 0.01%
38,912
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649
$502K 0.01%
21,666
-8,761
650
$481K 0.01%
51,634
+786
24 25
26
27 28