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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$11.4M
3
+$11.3M
4
DEA
Easterly Government Properties
DEA
+$11.2M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.43M

Top Sells

1
+$37M
2
+$23.9M
3
+$15.4M
4
IVC
Invacare Corporation
IVC
+$13.7M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$11.4M

Sector Composition

1 Financials 19.2%
2 Technology 14.95%
3 Industrials 14.24%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.7M 0.35%
225,382
-38,869
52
$14.6M 0.34%
350,789
+126,436
53
$14.6M 0.34%
145,747
-25,480
54
$14.5M 0.34%
375,498
-91,169
55
$14.3M 0.34%
178,485
-11,786
56
$14.3M 0.34%
253,901
+24,271
57
$14.3M 0.34%
287,197
-11,579
58
$14.2M 0.33%
702,647
+423,620
59
$14.1M 0.33%
516,475
-52,072
60
$14.1M 0.33%
259,438
+26,554
61
$14.1M 0.33%
467,137
-50,924
62
$13.8M 0.33%
1,483,367
+373,950
63
$13.6M 0.32%
219,979
-82,278
64
$13.6M 0.32%
470,224
-191,402
65
$13.4M 0.32%
334,990
-6,973
66
$13.2M 0.31%
1,098,405
+282,379
67
$13.2M 0.31%
157,242
+47,550
68
$13.1M 0.31%
356,360
+48,309
69
$13.1M 0.31%
405,734
-41,401
70
$12.9M 0.3%
941,981
-30,183
71
$12.9M 0.3%
315,405
-12,743
72
$12.7M 0.3%
495,948
+901
73
$12.7M 0.3%
335,491
+3,567
74
$12.5M 0.3%
533,989
-78,405
75
$12M 0.28%
185,737
-25,789
1 2
3
4 5