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
126
$8.73M 0.26%
19,525
+433
127
$8.71M 0.26%
471,320
-44,454
128
$8.66M 0.25%
605,169
+10,242
129
$8.63M 0.25%
63,985
+129
130
$8.62M 0.25%
227,442
-23,182
131
$8.61M 0.25%
49,299
+26,343
132
$8.43M 0.25%
605,335
-177,894
133
$8.41M 0.25%
372,241
-80,543
134
$8.41M 0.25%
390,728
-40,734
135
$8.4M 0.25%
167,916
-11,438
136
$8.38M 0.25%
74,910
-15,946
137
$8.36M 0.25%
168,984
-12,273
138
$8.35M 0.25%
62,644
-29,771
139
$8.23M 0.24%
976,861
+1,858
140
$8.21M 0.24%
61,831
+1,182
141
$8.15M 0.24%
239,462
+74,288
142
$8.09M 0.24%
521,311
-24,341
143
$8.09M 0.24%
184,751
-14,009
144
$8.06M 0.24%
386,855
-40,308
145
$8.06M 0.24%
216,774
-1,205
146
$7.96M 0.23%
95,379
+329
147
$7.94M 0.23%
292,799
-10,112
148
$7.89M 0.23%
219,038
+37,300
149
$7.88M 0.23%
304,897
-10,048
150
$7.88M 0.23%
124,806
-22,967
4 5
6
7 8