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
101
$10.8M 0.25%
353,479
+559
102
$10.8M 0.25%
296,936
+520
103
$10.7M 0.25%
114,806
-31,892
104
$10.7M 0.25%
374,322
+687
105
$10.7M 0.25%
791,560
-196,393
106
$10.7M 0.25%
334,866
+21,839
107
$10.7M 0.25%
1,128,643
+114,719
108
$10.6M 0.25%
593,280
-45,243
109
$10.5M 0.25%
718,094
+1,243
110
$10.4M 0.25%
295,134
+516
111
$10.4M 0.25%
267,452
+24,685
112
$10.4M 0.24%
254,613
-1,685
113
$10.3M 0.24%
141,858
-30,935
114
$10.2M 0.24%
343,480
+21,205
115
$10.1M 0.24%
457,433
+7,745
116
$10.1M 0.24%
76,896
-46,767
117
$10M 0.24%
90,639
-4,241
118
$10M 0.24%
190,896
-44,414
119
$10M 0.24%
654,333
-85,378
120
$10M 0.24%
844,583
+5,410
121
$9.99M 0.24%
130,062
-37,947
122
$9.98M 0.24%
174,470
+318
123
$9.91M 0.23%
108,518
-27,679
124
$9.88M 0.23%
374,816
+57,117
125
$9.87M 0.23%
62,145
+7,812
3 4
5
6 7