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
151
$9.06M 0.21%
134,621
+6,522
152
$9.05M 0.21%
99,068
-64,476
153
$9.03M 0.21%
315,744
-15,068
154
$8.98M 0.21%
389,579
-112,043
155
$8.97M 0.21%
466,208
+112,640
156
$8.96M 0.21%
439,430
-39,458
157
$8.93M 0.21%
446,082
+40,869
158
$8.91M 0.21%
250,487
-43,461
159
$8.88M 0.21%
128,055
+233
160
$8.83M 0.21%
332,900
+25,545
161
$8.83M 0.21%
256,978
+3,233
162
$8.74M 0.21%
323,654
-18,269
163
$8.74M 0.21%
155,418
+59,075
164
$8.74M 0.21%
515,235
-34,671
165
$8.74M 0.21%
910,250
+468,366
166
$8.74M 0.21%
50,797
-2,488
167
$8.72M 0.21%
137,304
-38,295
168
$8.66M 0.2%
514,571
+129,082
169
$8.66M 0.2%
94,223
-17,794
170
$8.57M 0.2%
218,015
+2,684
171
$8.5M 0.2%
293,181
+34,988
172
$8.49M 0.2%
171,784
+5,840
173
$8.48M 0.2%
141,542
+16,944
174
$8.46M 0.2%
345,008
-124,002
175
$8.44M 0.2%
+157,921
5 6
7
8 9