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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.7M 0.36%
755,134
-32,944
77
$12.6M 0.35%
719,680
+2,899
78
$12.6M 0.35%
665,542
+45,959
79
$12.4M 0.35%
80,592
+19,270
80
$12.4M 0.35%
680,256
+105,396
81
$12.3M 0.34%
344,814
-3,676
82
$12.2M 0.34%
470,449
-4,829
83
$12.2M 0.34%
107,238
-6,552
84
$12M 0.34%
439,920
+318,735
85
$11.9M 0.33%
190,398
+40,578
86
$11.8M 0.33%
924,793
-11,178
87
$11.8M 0.33%
616,102
-6,095
88
$11.8M 0.33%
123,990
+14,957
89
$11.8M 0.33%
344,883
-4,074
90
$11.6M 0.33%
182,253
-2,152
91
$11.5M 0.32%
442,692
+30,367
92
$11.4M 0.32%
157,279
-1,856
93
$11.3M 0.32%
629,106
+60,371
94
$11.3M 0.32%
497,261
-25,071
95
$11.2M 0.31%
235,484
-27,303
96
$11.1M 0.31%
450,415
-99,636
97
$11M 0.31%
100,320
-1,604
98
$10.9M 0.31%
498,654
+1,326
99
$10.8M 0.3%
1,218,359
+484,614
100
$10.8M 0.3%
433,202
-33,522
2 3
4
5 6