KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1 +$25.1M
2 +$17.5M
3 +$16M
4
SUI icon
Sun Communities
SUI
+$15.9M
5
ADPT
Adeptus Health Inc
ADPT
+$14.5M

Top Sells

1 +$23M
2 +$18.8M
3 +$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17.1M
5
MPT
Medical Properties Trust
MPT
+$14.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.76%
3 Industrials 13.47%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-561,873
802
-3,075,353
803
-64,504
804
-231,061