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
151
$7.85M 0.23%
342,141
-53,325
152
$7.71M 0.23%
136,336
-3,460
153
$7.71M 0.23%
309,372
-18,818
154
$7.67M 0.23%
238,679
-16,203
155
$7.62M 0.22%
69,534
+6,564
156
$7.62M 0.22%
331,282
-18,851
157
$7.62M 0.22%
425,455
-29,048
158
$7.56M 0.22%
286,952
-35,102
159
$7.55M 0.22%
524,950
+19,584
160
$7.53M 0.22%
270,542
+45,127
161
$7.52M 0.22%
136,344
-65,903
162
$7.43M 0.22%
567,278
-21,486
163
$7.3M 0.21%
1,460,875
+161,906
164
$7.3M 0.21%
64,591
-2,271
165
$7.29M 0.21%
115,518
-5,819
166
$7.24M 0.21%
92,794
-6,837
167
$7.23M 0.21%
150,565
-28,282
168
$7.17M 0.21%
26,369
-5,527
169
$7.14M 0.21%
74,995
-70,313
170
$7.1M 0.21%
20,726
+1,175
171
$7.09M 0.21%
411,289
-253,720
172
$7.04M 0.21%
64,976
-4,890
173
$7.02M 0.21%
170,018
-9,153
174
$7M 0.21%
30,307
+5,200
175
$6.97M 0.21%
12,969
+1,903
5 6
7
8 9