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
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$17.7M
3
+$17.5M
4
SUI icon
Sun Communities
SUI
+$17.3M
5
NFX
Newfield Exploration
NFX
+$15.3M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17M
5
MPW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.4M 0.31%
62,783
-1,374
77
$15.3M 0.31%
+347,214
78
$15.1M 0.31%
292,502
+242,276
79
$15.1M 0.31%
333,412
+143,041
80
$15M 0.3%
52,183
-1,107
81
$14.9M 0.3%
177,394
-3,673
82
$14.9M 0.3%
416,796
-13,326
83
$14.7M 0.3%
314,645
-66,294
84
$14.6M 0.3%
+337,347
85
$14.6M 0.29%
172,756
-13,981
86
$14.5M 0.29%
328,964
-3,897
87
$14.5M 0.29%
1,639,976
-107,792
88
$14.4M 0.29%
412,249
-55,675
89
$14.4M 0.29%
120,503
-2,845
90
$14.3M 0.29%
+337,247
91
$14.2M 0.29%
282,639
+10,434
92
$14.1M 0.29%
720,664
+356,946
93
$14.1M 0.29%
975,311
-1,650
94
$14.1M 0.29%
822,367
-562,115
95
$14M 0.28%
236,850
+147,892
96
$13.9M 0.28%
211,931
+112,875
97
$13.9M 0.28%
1,319,202
+5,015
98
$13.9M 0.28%
247,058
-96,064
99
$13.7M 0.28%
533,704
+130,156
100
$13.7M 0.28%
104,007
-4,867
2 3
4
5 6