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
176
$9.55M 0.19%
400,112
+5,329
177
$9.41M 0.19%
250,788
+1,594
178
$9.4M 0.19%
276,513
-14,852
179
$9.39M 0.19%
118,836
+68,858
180
$9.3M 0.19%
211,363
-50,589
181
$9.22M 0.19%
396,370
-175,612
182
$9.21M 0.19%
182,640
-11,277
183
$9.1M 0.18%
+265,650
184
$9.08M 0.18%
135,258
-18,760
185
$9.07M 0.18%
377,963
+5,038
186
$9.04M 0.18%
292,643
-281,576
187
$9M 0.18%
482,777
-24,021
188
$8.95M 0.18%
1,139,645
+50,265
189
$8.92M 0.18%
447,599
-23,430
190
$8.87M 0.18%
191,382
+94,226
191
$8.84M 0.18%
285,259
-5,359
192
$8.82M 0.18%
204,194
+97,993
193
$8.81M 0.18%
314,037
+127,255
194
$8.79M 0.18%
403,559
-102,291
195
$8.76M 0.18%
417,827
-21,280
196
$8.72M 0.18%
57,560
-1,225
197
$8.71M 0.18%
192,596
-73,046
198
$8.68M 0.18%
322,421
+60,138
199
$8.67M 0.18%
268,723
+48,891
200
$8.62M 0.17%
557,350
-1,097,603
6 7
8
9 10