KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$9.99M
2
+$9.55M
3
+$8.74M
4
XPO icon
XPO
XPO
+$8.24M
5
COOP
Mr. Cooper
COOP
+$7.67M

Top Sells

1
+$12.5M
2
+$12.2M
3
+$9.6M
4
PDCE
PDC Energy, Inc.
PDCE
+$9.53M
5
FFWM icon
First Foundation Inc
FFWM
+$8.78M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.19%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.97M 0.22%
43,223
-716
152
$7.95M 0.22%
103,387
-1,221
153
$7.86M 0.22%
325,542
-1,639
154
$7.86M 0.22%
71,141
-306
155
$7.85M 0.22%
222,741
-2,737
156
$7.84M 0.22%
168,937
-30,107
157
$7.84M 0.22%
67,465
-11,097
158
$7.83M 0.22%
585,190
+50,765
159
$7.8M 0.22%
706,739
-186,560
160
$7.77M 0.22%
196,050
+19,852
161
$7.76M 0.22%
138,191
-1,562
162
$7.72M 0.22%
293,716
-31,671
163
$7.71M 0.22%
449,656
+50,227
164
$7.71M 0.22%
72,742
-821
165
$7.68M 0.22%
176,474
-1,497
166
$7.67M 0.22%
585,350
+2,193
167
$7.63M 0.21%
705,802
-94,877
168
$7.63M 0.21%
130,165
-21,891
169
$7.59M 0.21%
40,396
+18,964
170
$7.58M 0.21%
221,669
-2,535
171
$7.56M 0.21%
268,873
+84,101
172
$7.54M 0.21%
137,541
+12,468
173
$7.52M 0.21%
44,975
+5,649
174
$7.49M 0.21%
206,514
-21,804
175
$7.44M 0.21%
112,737
+68,211
5 6
7
8 9