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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$13.4M
3
+$10.9M
4
DEA
Easterly Government Properties
DEA
+$10.9M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.5M

Top Sells

1
+$37M
2
+$21.7M
3
+$15.4M
4
TFIN icon
Triumph Financial Inc
TFIN
+$12.1M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$11.9M

Sector Composition

1 Financials 19.17%
2 Technology 14.88%
3 Industrials 14.36%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$447K 0.01%
+16,297
652
$441K 0.01%
19,886
-753
653
$417K 0.01%
+14,302
654
$408K 0.01%
+31,395
655
$402K 0.01%
19,482
-397
656
$397K 0.01%
61,142
-152,260
657
$380K 0.01%
40,066
-33
658
$377K 0.01%
+57,058
659
$367K 0.01%
36,726
+5,660
660
$361K 0.01%
7,682
-6
661
$353K 0.01%
12,704
+86
662
$349K 0.01%
290,666
+36,821
663
$346K 0.01%
3,735
-12,064
664
$333K 0.01%
+18,929
665
$311K 0.01%
27,349
-22
666
$311K 0.01%
14,193
-301
667
$302K 0.01%
9,087
-13,816
668
$234K 0.01%
9,388
-8
669
$202K ﹤0.01%
+1,476
670
$107K ﹤0.01%
+41,765
671
$97K ﹤0.01%
+22,602
672
$62K ﹤0.01%
+17,781
673
$44K ﹤0.01%
+24,788
674
– –
-553,104
675
– –
-248,222
25 26
27
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