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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15M 0.42%
148,641
-20,899
52
$14.9M 0.42%
89,019
+58,509
53
$14.8M 0.41%
161,021
+20,945
54
$14.7M 0.41%
84,759
+8,979
55
$14.5M 0.41%
253,319
+12,064
56
$14.4M 0.4%
324,712
-928
57
$14.3M 0.4%
242,611
+29,190
58
$14.2M 0.4%
353,255
-4,170
59
$14.1M 0.4%
339,765
+4,829
60
$14M 0.39%
373,803
-4,162
61
$13.9M 0.39%
476,268
-12,740
62
$13.8M 0.39%
165,042
-9,968
63
$13.8M 0.39%
1,543,563
+236,131
64
$13.7M 0.38%
117,811
-1,262
65
$13.7M 0.38%
347,859
+9,944
66
$13.7M 0.38%
212,970
+808
67
$13.6M 0.38%
665,293
+15,363
68
$13.2M 0.37%
290,466
-111,059
69
$13M 0.37%
1,045,272
-11,650
70
$13M 0.36%
665,112
-7,027
71
$12.9M 0.36%
450,053
+27,569
72
$12.9M 0.36%
180,129
+7,830
73
$12.8M 0.36%
57,130
-17,918
74
$12.8M 0.36%
184,752
-24,997
75
$12.8M 0.36%
732,141
-8,678
1 2
3
4 5