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
151
$10.7M 0.22%
247,089
-12,349
152
$10.6M 0.21%
485,807
+86,769
153
$10.5M 0.21%
433,840
-22,045
154
$10.5M 0.21%
560,686
-20,144
155
$10.5M 0.21%
380,206
+5,003
156
$10.5M 0.21%
525,099
+6,782
157
$10.4M 0.21%
277,176
-34,853
158
$10.3M 0.21%
414,208
-198,187
159
$10.3M 0.21%
238,703
+31,338
160
$10.2M 0.21%
152,596
-35,506
161
$10.2M 0.21%
298,862
-297,454
162
$10.2M 0.21%
634,525
+8,406
163
$10.1M 0.21%
313,637
+11,339
164
$10.1M 0.2%
378,020
-31,908
165
$10M 0.2%
609,965
+69,987
166
$9.99M 0.2%
+460,540
167
$9.96M 0.2%
243,443
+1,677
168
$9.92M 0.2%
+488,330
169
$9.92M 0.2%
632,129
+107,471
170
$9.81M 0.2%
309,412
-11,781
171
$9.81M 0.2%
127,517
-17,458
172
$9.71M 0.2%
81,430
-11,485
173
$9.63M 0.19%
546,516
-12,455
174
$9.62M 0.19%
248,227
-20,435
175
$9.59M 0.19%
628,946
-12,789
5 6
7
8 9