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
676
$470K 0.01%
6,999
+919
677
$455K 0.01%
6,984
-16
678
$453K 0.01%
11,115
+132
679
$442K 0.01%
24,551
+19,943
680
$432K 0.01%
91,650
681
$403K 0.01%
+49,956
682
$382K 0.01%
5,408
683
$378K 0.01%
80,176
-123,598
684
$370K 0.01%
+19,770
685
$337K 0.01%
+28,653
686
$314K 0.01%
1,353
-12
687
$311K 0.01%
+30,387
688
$275K 0.01%
283,788
+9,598
689
$274K 0.01%
+5,000
690
$265K 0.01%
61,561
-3,048
691
$247K 0.01%
+20,771
692
$245K 0.01%
18,345
+5,124
693
$241K ﹤0.01%
+105,249
694
$235K ﹤0.01%
+18,844
695
$195K ﹤0.01%
+25,011
696
$176K ﹤0.01%
247,711
+3,259
697
$161K ﹤0.01%
+15,730
698
$127K ﹤0.01%
+23,776
699
$125K ﹤0.01%
+26,703
700
$48K ﹤0.01%
29,179
-98,688
26 27
28
29 30