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
651
$966K 0.02%
7,284
-6,355
652
$946K 0.02%
53,742
-554
653
$840K 0.02%
+75,300
654
$838K 0.02%
226,970
-290,654
655
$836K 0.02%
75,775
-227,970
656
$818K 0.02%
+84,115
657
$805K 0.02%
+25,000
658
$801K 0.02%
+58,241
659
$798K 0.02%
379,896
+4,853
660
$764K 0.02%
166,535
+96,793
661
$755K 0.02%
+26,691
662
$748K 0.02%
197,765
+2,798
663
$704K 0.01%
28,495
-205,030
664
$698K 0.01%
183,283
665
$660K 0.01%
+29,289
666
$622K 0.01%
46,248
+4,491
667
$617K 0.01%
48,411
+626
668
$596K 0.01%
77,551
-175
669
$572K 0.01%
200,166
-476
670
$567K 0.01%
+16,298
671
$561K 0.01%
108,345
+40,425
672
$560K 0.01%
35,037
-81
673
$534K 0.01%
22,826
-5,341
674
$521K 0.01%
+26,177
675
$503K 0.01%
28,710
-365,327
25 26
27
28 29