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
126
$9.85M 0.23%
157,239
-160,650
127
$9.75M 0.23%
335,619
-291,631
128
$9.74M 0.23%
514,519
-215,387
129
$9.67M 0.23%
197,409
-19,642
130
$9.58M 0.23%
585,837
-5,213
131
$9.52M 0.22%
166,796
+6,414
132
$9.49M 0.22%
844,056
+84,176
133
$9.48M 0.22%
239,272
-6,337
134
$9.47M 0.22%
749,531
+26,330
135
$9.44M 0.22%
780,087
-89,207
136
$9.44M 0.22%
184,034
+88,463
137
$9.43M 0.22%
+715,778
138
$9.43M 0.22%
94,723
-22,754
139
$9.42M 0.22%
499,101
+26,005
140
$9.42M 0.22%
356,521
+4,655
141
$9.38M 0.22%
+416,374
142
$9.36M 0.22%
802,347
-408,403
143
$9.35M 0.22%
60,935
-796
144
$9.23M 0.22%
122,912
-12,911
145
$9.21M 0.22%
173,537
+321
146
$9.21M 0.22%
639,231
+1,114
147
$9.13M 0.22%
150,672
-50,681
148
$9.11M 0.22%
178,961
-8,393
149
$9.09M 0.21%
249,680
+125,227
150
$9.07M 0.21%
179,413
+5,689
4 5
6
7 8