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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.81M
3
+$9.42M
4
PINE
Alpine Income Property Trust
PINE
+$8.68M
5
OFG icon
OFG Bancorp
OFG
+$7.57M

Top Sells

1
+$18.3M
2
+$11.2M
3
+$10.6M
4
ICHR icon
Ichor Holdings
ICHR
+$10.3M
5
BRKR icon
Bruker
BRKR
+$10.2M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.83%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.9M 0.34%
302,165
-6,268
52
$13.8M 0.34%
446,166
+69,351
53
$13.8M 0.34%
410,340
+12,688
54
$13.8M 0.34%
1,223,078
+476,074
55
$13.7M 0.33%
848,711
+260,619
56
$13.6M 0.33%
1,602,578
-534,854
57
$13.5M 0.33%
415,601
+123,823
58
$13.5M 0.33%
336,398
-26,765
59
$13.3M 0.33%
1,809,844
-28,296
60
$13.3M 0.32%
565,534
-381,136
61
$13.2M 0.32%
296,649
+46,067
62
$13.2M 0.32%
238,388
-9,560
63
$13.2M 0.32%
414,919
-87,298
64
$13M 0.32%
103,646
+6,905
65
$12.7M 0.31%
602,994
-18,347
66
$12.6M 0.31%
273,337
-78,630
67
$12.5M 0.31%
756,558
+375,784
68
$12.3M 0.3%
366,770
+101,626
69
$12.2M 0.3%
190,274
-4,703
70
$12.1M 0.3%
133,910
-3,881
71
$12.1M 0.29%
340,657
-1,053
72
$12M 0.29%
926,424
+42,633
73
$12M 0.29%
259,158
-175
74
$12M 0.29%
247,930
-47,742
75
$11.9M 0.29%
157,617
-37,443
1 2
3
4 5