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
51
$17.9M 0.36%
3,381
-238
52
$17.8M 0.36%
600,839
+92,812
53
$17.8M 0.36%
1,013,132
+135,692
54
$17.7M 0.36%
270,126
+47,071
55
$17.5M 0.35%
+535,342
56
$17.5M 0.35%
514,472
-1,696
57
$17.3M 0.35%
+225,924
58
$17.3M 0.35%
1,089,832
-9,747
59
$17.2M 0.35%
844,553
-164,396
60
$17M 0.34%
475,299
+49,845
61
$17M 0.34%
821,595
+335,138
62
$16.6M 0.34%
234,091
-7,246
63
$16.5M 0.33%
608,264
+131,146
64
$16.4M 0.33%
483,590
-83,273
65
$16.3M 0.33%
891,335
-91,001
66
$16.3M 0.33%
648,315
+78,021
67
$16.3M 0.33%
665,242
-39,574
68
$16.2M 0.33%
167,409
-16,463
69
$16.1M 0.32%
663,997
+228,630
70
$15.7M 0.32%
669,718
+101,862
71
$15.7M 0.32%
512,997
-3,668
72
$15.6M 0.32%
215,476
-10,778
73
$15.6M 0.31%
475,837
+159,435
74
$15.5M 0.31%
719,190
-15,480
75
$15.5M 0.31%
454,213
-6,781
1 2
3
4 5