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
176
$8.41M 0.2%
119,076
-27,747
177
$8.4M 0.2%
352,966
-47,570
178
$8.4M 0.2%
95,470
-974
179
$8.39M 0.2%
452,266
-132,999
180
$8.34M 0.2%
129,647
-26,156
181
$8.33M 0.2%
163,124
-38,063
182
$8.31M 0.2%
244,984
+16,726
183
$8.3M 0.2%
556,026
-77,832
184
$8.26M 0.2%
1,050,070
-23,024
185
$8.25M 0.19%
74,841
+2,955
186
$8.22M 0.19%
529,520
-435,380
187
$8.21M 0.19%
229,258
-99,516
188
$8.19M 0.19%
282,691
+6,868
189
$8.18M 0.19%
357,852
+14,448
190
$8.17M 0.19%
524,008
+25,909
191
$8.17M 0.19%
1,352,502
-83,127
192
$8.17M 0.19%
2,360,142
+705,865
193
$8.11M 0.19%
1,056,476
+8,894
194
$8.07M 0.19%
552,139
+25,959
195
$8.03M 0.19%
709,911
-210
196
$7.95M 0.19%
181,823
-53,318
197
$7.91M 0.19%
131,302
-28,736
198
$7.9M 0.19%
600,709
+150,827
199
$7.89M 0.19%
129,505
-28,878
200
$7.89M 0.19%
973,625
+431,354
6 7
8
9 10