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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.66M
3
+$9.34M
4
STEL icon
Stellar Bancorp
STEL
+$8.76M
5
SF icon
Stifel
SF
+$7.25M

Top Sells

1
+$18.6M
2
+$13M
3
+$10.8M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
PACW
PacWest Bancorp
PACW
+$8.87M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.04%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.5M 0.43%
652,860
+10,580
52
$14.4M 0.42%
587,432
-52,514
53
$14.3M 0.42%
304,980
-31,741
54
$14.2M 0.42%
185,229
+87,357
55
$14.1M 0.42%
96,221
-2,675
56
$14M 0.41%
668,111
-40,796
57
$13.9M 0.41%
547,018
-43,424
58
$13.9M 0.41%
126,758
-12,226
59
$13.9M 0.41%
310,726
-7,807
60
$13.7M 0.4%
323,879
-21,701
61
$13.7M 0.4%
389,191
-108,171
62
$13.6M 0.4%
344,233
-47,911
63
$13.6M 0.4%
654,146
-241,251
64
$13.4M 0.39%
96,769
-6,524
65
$13.1M 0.39%
1,513,712
+1,116,255
66
$13.1M 0.38%
108,818
+7,166
67
$13M 0.38%
442,570
-8,560
68
$13M 0.38%
379,135
+11,059
69
$13M 0.38%
395,723
-145,026
70
$12.9M 0.38%
40,300
-3,671
71
$12.2M 0.36%
656,103
+75,894
72
$12.1M 0.36%
161,251
-13,622
73
$12.1M 0.36%
177,053
+69,865
74
$12M 0.35%
689,946
-32,476
75
$11.9M 0.35%
58,856
+8,726
1 2
3
4 5