KCM
Kennedy Capital Management Portfolio holdings
AUM
$4.19B
1-Year Return
21.14%
This Quarter Return
+4.15%
1 Year Return
+21.14%
3 Year Return
+81.48%
5 Year Return
+215.31%
10 Year Return
+405%
AUM
$4.95B
AUM Growth
+$28.8M
(+0.59%)
Cap. Flow
-$84.1M
Cap. Flow
% of AUM
-1.7%
Top 10 Holdings %
Top 10 Hldgs %
6.56%
Holding
806
New
77
Increased
272
Reduced
348
Closed
104
Top Buys
| 1 |
TCO
Taubman Centers Inc.
TCO
|
$26.4M |
| 2 |
Jabil
JBL
|
$17.7M |
| 3 |
OGE Energy
OGE
|
$17.5M |
| 4 |
Sun Communities
SUI
|
$17.3M |
| 5 |
NFX
Newfield Exploration
NFX
|
$15.3M |
Top Sells
| 1 |
EXAM
EXAMWORKS GROUP INC COM STK (DE)
EXAM
|
$23M |
| 2 |
Integer Holdings
ITGR
|
$18.8M |
| 3 |
TFM
THE FRESH MARKET, INC COM STK
TFM
|
$18.6M |
| 4 |
UMPQ
Umpqua Holdings Corp
UMPQ
|
$17M |
| 5 |
Medical Properties Trust
MPW
|
$15.2M |
Sector Composition
| 1 | Financials | 17.23% |
| 2 | Technology | 15.79% |
| 3 | Industrials | 13.39% |
| 4 | Real Estate | 10.17% |
| 5 | Consumer Discretionary | 9.97% |
