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
$4.09B
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.81M
3
+$9.42M
4
PINE
Alpine Income Property Trust
PINE
+$8.68M
5
OFG icon
OFG Bancorp
OFG
+$7.57M

Top Sells

1
+$18.3M
2
+$11.2M
3
+$10.6M
4
ICHR icon
Ichor Holdings
ICHR
+$10.3M
5
BRKR icon
Bruker
BRKR
+$10.2M

Sector Composition

1 Financials 21.62%
2 Industrials 13.93%
3 Technology 13.83%
4 Consumer Discretionary 11.74%
5 Real Estate 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.9M 0.29%
462,034
-232,549
77
$11.8M 0.29%
461,956
-24,382
78
$11.8M 0.29%
254,979
+53,881
79
$11.7M 0.29%
1,686,821
+200,814
80
$11.7M 0.29%
258,153
+40,013
81
$11.7M 0.29%
350,686
-308,651
82
$11.6M 0.28%
432,152
+13,236
83
$11.5M 0.28%
731,856
-55,246
84
$11.5M 0.28%
607,639
-9,085
85
$11.5M 0.28%
191,467
-33,151
86
$11.4M 0.28%
273,747
-9,413
87
$11.3M 0.28%
159,949
-2,717
88
$11.1M 0.27%
275,010
-177,749
89
$11.1M 0.27%
169,604
-25,477
90
$11.1M 0.27%
252,806
-9,979
91
$11M 0.27%
670,116
-100,967
92
$10.9M 0.27%
614,429
+76,848
93
$10.8M 0.26%
210,463
-41,617
94
$10.7M 0.26%
937,562
+15,724
95
$10.7M 0.26%
792,945
+416,733
96
$10.7M 0.26%
237,472
+21,341
97
$10.7M 0.26%
271,030
-5,100
98
$10.7M 0.26%
437,162
-39,064
99
$10.6M 0.26%
724,948
+121,453
100
$10.5M 0.26%
88,838
-49,382
2 3
4
5 6