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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.66M
3
+$9.34M
4
STEL icon
Stellar Bancorp
STEL
+$8.76M
5
SF icon
Stifel
SF
+$7.25M

Top Sells

1
+$18.6M
2
+$13M
3
+$10.8M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
PACW
PacWest Bancorp
PACW
+$8.87M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.04%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.98M 0.29%
1,060,442
+36,319
102
$9.95M 0.29%
404,640
+35,367
103
$9.87M 0.29%
104,483
+86
104
$9.85M 0.29%
269,357
+255,324
105
$9.85M 0.29%
768,696
-144,183
106
$9.73M 0.29%
126,896
-8,749
107
$9.64M 0.28%
917,746
-150,708
108
$9.62M 0.28%
116,019
-24,404
109
$9.59M 0.28%
100,374
-2,627
110
$9.59M 0.28%
48,424
+14,171
111
$9.53M 0.28%
209,540
-21,874
112
$9.48M 0.28%
219,701
+40,866
113
$9.44M 0.28%
247,945
-18,533
114
$9.32M 0.27%
378,536
+355,933
115
$9.3M 0.27%
213,406
-4,509
116
$9.25M 0.27%
280,789
-20,747
117
$9.21M 0.27%
612,217
-56,579
118
$9.2M 0.27%
140,431
-14,630
119
$9.15M 0.27%
301,370
-18,871
120
$9.09M 0.27%
78,394
-3,564
121
$9.07M 0.27%
593,402
-61,784
122
$8.88M 0.26%
278,284
+61,388
123
$8.87M 0.26%
253,619
-5,759
124
$8.83M 0.26%
854,942
+104,404
125
$8.81M 0.26%
163,079
-12,341
3 4
5
6 7