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
51
$14.9M 0.36%
789,619
+57,515
52
$14.9M 0.35%
115,878
-11,605
53
$14.8M 0.35%
417,856
+12,122
54
$14.7M 0.35%
295,168
-100,148
55
$14.7M 0.35%
1,994,572
+511,205
56
$14.5M 0.34%
300,756
+143,517
57
$14.5M 0.34%
301,382
-65,632
58
$14.4M 0.34%
57,180
-5,210
59
$14.4M 0.34%
349,551
+207,410
60
$14.3M 0.34%
316,546
-50,147
61
$14M 0.33%
1,484,160
+355,517
62
$14M 0.33%
587,624
+53,635
63
$13.9M 0.33%
1,362,242
+41,096
64
$13.8M 0.33%
457,885
-390,060
65
$13.8M 0.33%
166,330
-13,749
66
$13.6M 0.32%
638,503
-233,169
67
$13.5M 0.32%
882,166
+7,154
68
$13.3M 0.32%
536,341
+48,995
69
$13.2M 0.31%
594,147
+38,121
70
$13M 0.31%
343,196
-13,164
71
$13M 0.31%
360,392
+105,779
72
$13M 0.31%
1,164,511
+1,118,921
73
$12.9M 0.31%
196,851
+119,596
74
$12.8M 0.3%
257,748
-117,113
75
$12.7M 0.3%
231,081
+47,047
1 2
3
4 5