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

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$481K 0.01%
51,634
+786
652
$458K 0.01%
+24,174
653
$436K 0.01%
31,395
654
$424K 0.01%
12,262
-442
655
$406K 0.01%
19,482
656
$405K 0.01%
+78,303
657
$400K 0.01%
200,000
+177,398
658
$394K 0.01%
+5,592
659
$348K 0.01%
40,066
660
$346K 0.01%
4,350
+113
661
$341K 0.01%
+21,014
662
$341K 0.01%
+15,020
663
$339K 0.01%
36,726
664
$327K 0.01%
+24,874
665
$326K 0.01%
3,072
-16,965
666
$307K 0.01%
+26,951
667
$293K 0.01%
14,193
668
$277K 0.01%
+17,649
669
$275K 0.01%
+11,978
670
$268K 0.01%
+8,682
671
$266K 0.01%
5,511
-2,171
672
$250K 0.01%
165,574
+140,786
673
$250K 0.01%
9,388
674
$234K 0.01%
10,979
-49,981
675
$214K 0.01%
+11,460
25 26
27
28 29