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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$9.86M
3
+$8.58M
4
BRMK
Broadmark Realty Capital Inc. Common Stock
BRMK
+$8.21M
5
OFG icon
OFG Bancorp
OFG
+$7M

Top Sells

1
+$16.3M
2
+$11.2M
3
+$10.4M
4
BRKR icon
Bruker
BRKR
+$9.52M
5
PLCE icon
Children's Place
PLCE
+$9.52M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.77%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$815K 0.02%
39,067
+521
627
$813K 0.02%
44,832
+5,810
628
$782K 0.02%
30,507
-5,829
629
$777K 0.02%
12,579
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630
$762K 0.02%
21,713
-1,737
631
$752K 0.02%
50,083
632
$748K 0.02%
53,463
-71,295
633
$745K 0.02%
+56,348
634
$730K 0.02%
101,999
-2,457
635
$716K 0.02%
28,717
636
$707K 0.02%
26,962
637
$658K 0.02%
+151,724
638
$647K 0.02%
20,811
639
$643K 0.02%
52,245
+25,000
640
$640K 0.02%
+2,200
641
$632K 0.02%
26,222
+6,570
642
$631K 0.02%
51,287
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643
$624K 0.02%
26,389
644
$580K 0.01%
69,739
-670
645
$573K 0.01%
+9,050
646
$546K 0.01%
7,478
-316
647
$541K 0.01%
87,951
-16,364
648
$524K 0.01%
51,657
649
$513K 0.01%
+41,209
650
$513K 0.01%
55,091
+15,025
24 25
26
27 28