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
101
$13.5M 0.27%
172,598
+9,711
102
$13.5M 0.27%
2,525,339
+295,460
103
$13.5M 0.27%
1,675,769
-75,299
104
$13.5M 0.27%
537,607
-58,269
105
$13.3M 0.27%
754,411
+61,185
106
$13.3M 0.27%
389,339
+166,603
107
$13.1M 0.27%
439,669
+199,388
108
$13.1M 0.26%
327,310
-6,731
109
$12.8M 0.26%
929,984
+71,353
110
$12.8M 0.26%
361,320
-13,667
111
$12.8M 0.26%
120,883
-10,288
112
$12.7M 0.26%
128,048
-7,416
113
$12.7M 0.26%
511,656
+3,224
114
$12.6M 0.25%
207,054
-9,665
115
$12.6M 0.25%
118,238
-139,856
116
$12.4M 0.25%
568,967
+372,163
117
$12.4M 0.25%
782,717
+242,917
118
$12.3M 0.25%
207,009
-11,909
119
$12.3M 0.25%
614,035
-12,315
120
$12.2M 0.25%
1,086,414
+470,750
121
$12.2M 0.25%
264,012
-1,045
122
$12M 0.24%
174,839
-3,606
123
$12M 0.24%
726,469
+258,065
124
$11.9M 0.24%
319,989
-59,343
125
$11.9M 0.24%
233,150
-11,730
3 4
5
6 7