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

Top Buys

1
+$16.4M
2
+$15.4M
3
+$15.2M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.5M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.7M

Top Sells

1
+$13.8M
2
+$11.6M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
PNW icon
Pinnacle West Capital
PNW
+$9.99M

Sector Composition

1 Financials 19.75%
2 Industrials 14.28%
3 Technology 14.23%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$458K 0.01%
+24,174
652
$436K 0.01%
31,395
653
$424K 0.01%
12,262
-442
654
$406K 0.01%
19,482
655
$405K 0.01%
+78,303
656
$400K 0.01%
200,000
+177,398
657
$394K 0.01%
+5,592
658
$348K 0.01%
40,066
659
$346K 0.01%
4,350
+113
660
$341K 0.01%
+21,014
661
$341K 0.01%
+15,020
662
$339K 0.01%
36,726
663
$327K 0.01%
+24,874
664
$326K 0.01%
3,072
-16,965
665
$307K 0.01%
+26,951
666
$293K 0.01%
14,193
667
$277K 0.01%
+17,649
668
$275K 0.01%
+11,978
669
$268K 0.01%
+8,682
670
$266K 0.01%
5,511
-2,171
671
$250K 0.01%
165,574
+140,786
672
$250K 0.01%
9,388
673
$234K 0.01%
10,979
-49,981
674
$214K 0.01%
+11,460
675
$202K ﹤0.01%
+1,985
25 26
27
28 29