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

Top Buys

1
+$16.6M
2
+$9.81M
3
+$9.42M
4
PINE
Alpine Income Property Trust
PINE
+$8.68M
5
OFG icon
OFG Bancorp
OFG
+$7.57M

Top Sells

1
+$18.3M
2
+$11.2M
3
+$10.6M
4
ICHR icon
Ichor Holdings
ICHR
+$10.3M
5
BRKR icon
Bruker
BRKR
+$10.2M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.83%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$844K 0.02%
+24,563
627
$815K 0.02%
39,067
+521
628
$813K 0.02%
44,832
+5,810
629
$782K 0.02%
30,507
-5,829
630
$777K 0.02%
12,579
+976
631
$762K 0.02%
21,713
-1,737
632
$752K 0.02%
50,083
633
$748K 0.02%
53,463
-71,295
634
$745K 0.02%
+56,348
635
$730K 0.02%
101,999
-2,457
636
$716K 0.02%
28,717
637
$707K 0.02%
26,962
638
$658K 0.02%
+151,724
639
$647K 0.02%
20,811
640
$643K 0.02%
52,245
+25,000
641
$640K 0.02%
+2,200
642
$632K 0.02%
26,222
+6,570
643
$631K 0.02%
51,287
+861
644
$624K 0.02%
26,389
645
$580K 0.01%
69,739
-670
646
$573K 0.01%
+9,050
647
$546K 0.01%
7,478
-316
648
$541K 0.01%
87,951
-16,364
649
$524K 0.01%
51,657
650
$513K 0.01%
+41,209
24 25
26
27 28