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
126
$11.8M 0.24%
687,504
+56,601
127
$11.8M 0.24%
500,391
-42,882
128
$11.8M 0.24%
353,975
+48,169
129
$11.7M 0.24%
555,607
-268,158
130
$11.7M 0.24%
539,211
-23,783
131
$11.5M 0.23%
257,316
-12,721
132
$11.4M 0.23%
458,825
+6,857
133
$11.4M 0.23%
234,392
-5,764
134
$11.2M 0.23%
401,967
+21,383
135
$11.2M 0.23%
327,627
-6,636
136
$11.2M 0.23%
833,490
+110,998
137
$11.2M 0.23%
252,744
-90,310
138
$11.2M 0.23%
96,734
-4,605
139
$11.2M 0.23%
507,567
+306,167
140
$11.2M 0.23%
169,504
-72,637
141
$11.1M 0.23%
451,680
+191,920
142
$11.1M 0.22%
528,275
+7,030
143
$11M 0.22%
462,959
-9,686
144
$11M 0.22%
199,631
+71,724
145
$11M 0.22%
450,672
+248,201
146
$11M 0.22%
146,501
+66,636
147
$11M 0.22%
436,195
-21,872
148
$10.9M 0.22%
180,665
-3,759
149
$10.8M 0.22%
583,598
+264,515
150
$10.8M 0.22%
544,779
+1,193
4 5
6
7 8