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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$776K 0.02%
+165,009
627
$748K 0.02%
25,738
-25,186
628
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50,083
-147,272
629
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32,645
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630
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631
$687K 0.02%
197,533
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632
$682K 0.02%
28,070
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633
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635
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691,964
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636
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637
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167,914
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638
$631K 0.02%
33,233
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639
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640
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355,521
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642
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50,426
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643
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644
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248,832
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645
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646
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43,924
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$512K 0.01%
231,613
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648
$511K 0.01%
+55,075
649
$503K 0.01%
38,912
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650
$502K 0.01%
21,666
-8,761
24 25
26
27 28