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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$11.4M
3
+$11.3M
4
DEA
Easterly Government Properties
DEA
+$11.2M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.43M

Top Sells

1
+$37M
2
+$23.9M
3
+$15.4M
4
IVC
Invacare Corporation
IVC
+$13.7M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$11.4M

Sector Composition

1 Financials 19.2%
2 Technology 14.95%
3 Industrials 14.24%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.8M 0.28%
875,012
+70,726
77
$11.8M 0.28%
738,298
+545,721
78
$11.7M 0.28%
755,304
+3,478
79
$11.7M 0.28%
487,346
+128,616
80
$11.6M 0.27%
311,144
-66,380
81
$11.6M 0.27%
731,720
-95,884
82
$11.6M 0.27%
816,067
-115,412
83
$11.5M 0.27%
1,054,127
+735,622
84
$11.5M 0.27%
136,647
-4,063
85
$11.5M 0.27%
131,261
+40,854
86
$11.4M 0.27%
732,104
+217,001
87
$11.4M 0.27%
159,519
-22,605
88
$11.4M 0.27%
613,943
+63,160
89
$11.4M 0.27%
471,419
+30,716
90
$11.4M 0.27%
+241,953
91
$11.4M 0.27%
124,546
+229
92
$11.3M 0.27%
+595,566
93
$11.3M 0.27%
473,975
+120,519
94
$11.2M 0.26%
457,544
-431,488
95
$11M 0.26%
85,710
-27,817
96
$11M 0.26%
355,148
+48,300
97
$11M 0.26%
103,759
-2,518
98
$10.9M 0.26%
775,999
+192,334
99
$10.9M 0.26%
1,106,276
+72,883
100
$10.8M 0.26%
175,319
+319
2 3
4
5 6