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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.12M 0.26%
1,051,425
+35,980
127
$9.09M 0.25%
185,160
-3,157
128
$8.99M 0.25%
804,147
+221,212
129
$8.98M 0.25%
699,499
-8,259
130
$8.88M 0.25%
447,231
+34,709
131
$8.84M 0.25%
225,599
-12,108
132
$8.82M 0.25%
248,060
-1,660
133
$8.81M 0.25%
244,938
-3,098
134
$8.75M 0.25%
284,984
-51,332
135
$8.68M 0.24%
996,117
+13,351
136
$8.62M 0.24%
1,107,282
-1,457,327
137
$8.6M 0.24%
476,782
+199,295
138
$8.48M 0.24%
222,444
-539
139
$8.41M 0.24%
83,619
-91
140
$8.35M 0.23%
465,848
-4,049
141
$8.33M 0.23%
110,748
+8,106
142
$8.27M 0.23%
182,204
-2,129
143
$8.24M 0.23%
38,508
+23,019
144
$8.17M 0.23%
90,089
-39,360
145
$8.12M 0.23%
137,740
+12,898
146
$8.11M 0.23%
278,554
-12,017
147
$8.1M 0.23%
150,758
-94,294
148
$8.09M 0.23%
285,316
+36,091
149
$8.05M 0.23%
102,588
-935
150
$8.02M 0.22%
325,534
-3,843
4 5
6
7 8