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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11M 0.26%
272,647
+22,967
102
$11M 0.26%
378,381
-88,756
103
$11M 0.26%
150,191
+15,570
104
$11M 0.26%
592,917
+7,080
105
$10.9M 0.26%
109,520
-36,227
106
$10.9M 0.26%
112,954
-1,852
107
$10.9M 0.26%
293,169
-3,767
108
$10.8M 0.26%
842,268
+241,559
109
$10.7M 0.25%
198,146
+74,216
110
$10.7M 0.25%
291,256
-3,878
111
$10.7M 0.25%
94,913
-36,348
112
$10.7M 0.25%
1,258,480
+284,855
113
$10.6M 0.25%
856,056
+683,418
114
$10.5M 0.25%
622,636
+165,203
115
$10.5M 0.25%
87,820
-2,819
116
$10.4M 0.25%
549,608
+83,400
117
$10.4M 0.25%
160,720
+5,302
118
$10.3M 0.24%
151,894
-14,902
119
$10.2M 0.24%
166,586
-24,310
120
$10.1M 0.24%
53,378
-7,557
121
$10M 0.24%
165,831
+28,527
122
$10M 0.24%
179,394
+79,378
123
$9.95M 0.24%
488,760
+10,592
124
$9.93M 0.24%
863,710
-46,540
125
$9.91M 0.24%
430,259
-43,716
3 4
5
6 7