KCM
Kennedy Capital Management Portfolio holdings
AUM
$4.19B
1-Year Return
21.14%
This Quarter Return
-28.91%
1 Year Return
+21.14%
3 Year Return
+81.48%
5 Year Return
+215.31%
10 Year Return
+405%
AUM
$2.72B
AUM Growth
-$1.37B
(-34%)
Cap. Flow
-$110M
Cap. Flow
% of AUM
-4.04%
Top 10 Holdings %
Top 10 Hldgs %
7.56%
Holding
780
New
98
Increased
338
Reduced
217
Closed
121
Top Buys
| 1 |
Cerus
CERS
|
+$11.1M |
| 2 |
Independence Realty Trust
IRT
|
+$10.9M |
| 3 |
Piper Sandler
PIPR
|
+$10.3M |
| 4 |
LHCG
LHC Group LLC
LHCG
|
+$7.98M |
| 5 |
PACW
PacWest Bancorp
PACW
|
+$7.65M |
Top Sells
| 1 |
PRSU
Pursuit Attractions and Hospitality, Inc.
PRSU
|
+$16.6M |
| 2 |
CPE
Callon Petroleum Company
CPE
|
+$16.4M |
| 3 |
SJI
South Jersey Industries, Inc.
SJI
|
+$16M |
| 4 |
ProPetro Holding
PUMP
|
+$13.8M |
| 5 |
New Jersey Resources
NJR
|
+$13.2M |
Sector Composition
| 1 | Financials | 21.02% |
| 2 | Technology | 16.66% |
| 3 | Industrials | 14.22% |
| 4 | Real Estate | 11.15% |
| 5 | Consumer Discretionary | 9.46% |
