KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$9.99M
2
+$9.55M
3
+$8.74M
4
XPO icon
XPO
XPO
+$8.24M
5
COOP
Mr. Cooper
COOP
+$7.67M

Top Sells

1
+$12.5M
2
+$12.2M
3
+$9.6M
4
PDCE
PDC Energy, Inc.
PDCE
+$9.53M
5
FFWM icon
First Foundation Inc
FFWM
+$8.78M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.19%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.8M 0.3%
242,204
-53,281
102
$10.8M 0.3%
136,573
-3,972
103
$10.6M 0.3%
127,226
+8,529
104
$10.6M 0.3%
163,758
-54,711
105
$10.5M 0.29%
1,962,128
+15,885
106
$10.4M 0.29%
286,671
-3,385
107
$10.4M 0.29%
183,139
-65,039
108
$10.4M 0.29%
700,657
+90,000
109
$10.4M 0.29%
298,762
+104,649
110
$10.3M 0.29%
776,907
-9,044
111
$10M 0.28%
258,119
-1,919
112
$9.95M 0.28%
285,226
-63,571
113
$9.94M 0.28%
463,603
-5,475
114
$9.88M 0.28%
479,863
+40,487
115
$9.76M 0.27%
216,016
+45,798
116
$9.63M 0.27%
115,292
+65,218
117
$9.49M 0.27%
246,256
-2,908
118
$9.37M 0.26%
875,140
-318,937
119
$9.35M 0.26%
1,766,635
+358,806
120
$9.3M 0.26%
131,705
-4,774
121
$9.28M 0.26%
459,171
-5,422
122
$9.2M 0.26%
59,694
-910
123
$9.19M 0.26%
257,691
+13,119
124
$9.14M 0.26%
365,623
-5,489
125
$9.13M 0.26%
649,071
+181,835
3 4
5
6 7