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
126
$9.9M 0.24%
222,860
+64,939
127
$9.86M 0.23%
137,018
-189,134
128
$9.81M 0.23%
746,916
+314,118
129
$9.75M 0.23%
419,077
-38,467
130
$9.73M 0.23%
103,239
-21,307
131
$9.67M 0.23%
328,747
-6,243
132
$9.65M 0.23%
847,454
+2,871
133
$9.57M 0.23%
171,704
-1,833
134
$9.55M 0.23%
180,531
+142,180
135
$9.52M 0.23%
1,470,794
+702,038
136
$9.52M 0.23%
978,937
+176,590
137
$9.49M 0.23%
104,504
+9,034
138
$9.46M 0.22%
781,128
-317,277
139
$9.44M 0.22%
386,858
-2,721
140
$9.38M 0.22%
253,519
-219,641
141
$9.37M 0.22%
174,666
+77,685
142
$9.36M 0.22%
233,784
-5,488
143
$9.32M 0.22%
551,976
-41,304
144
$9.29M 0.22%
2,822,463
+462,321
145
$9.28M 0.22%
174,346
-4,615
146
$9.26M 0.22%
580,653
-73,680
147
$9.23M 0.22%
124,317
-17,541
148
$9.21M 0.22%
455,794
+113,973
149
$9.21M 0.22%
73,561
-1,280
150
$9.09M 0.22%
540,053
+338,482
4 5
6
7 8