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
$4.21B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.7M
3
+$15M
4
EPRT icon
Essential Properties Realty Trust
EPRT
+$14.2M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$12.5M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
TIER
TIER REIT, Inc.
TIER
+$10.7M
5
DIN icon
Dine Brands
DIN
+$9.91M

Sector Composition

1 Financials 19.75%
2 Technology 14.29%
3 Industrials 14.16%
4 Consumer Discretionary 11.82%
5 Real Estate 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.38M 0.2%
143,491
+13,986
177
$8.35M 0.2%
596,950
-152,581
178
$8.3M 0.2%
161,384
-23,586
179
$8.3M 0.2%
82,660
-12,063
180
$8.23M 0.2%
388,317
-4,271
181
$8.22M 0.2%
115,041
-16,261
182
$8.17M 0.19%
216,066
-1,949
183
$8.12M 0.19%
126,744
-1,311
184
$8.07M 0.19%
510,527
-3,992
185
$8.06M 0.19%
195,962
+5,545
186
$8.03M 0.19%
109,042
-69,443
187
$8.03M 0.19%
97,193
-1,796
188
$8.02M 0.19%
295,210
-28,444
189
$8.01M 0.19%
84,317
-867
190
$7.97M 0.19%
1,142,009
+297,953
191
$7.92M 0.19%
722,805
+90,228
192
$7.9M 0.19%
157,638
-24,185
193
$7.89M 0.19%
233,728
+50,012
194
$7.83M 0.19%
+298,459
195
$7.83M 0.19%
+250,000
196
$7.7M 0.18%
103,922
-15,154
197
$7.68M 0.18%
303,766
+168,556
198
$7.67M 0.18%
172,827
-1,786
199
$7.65M 0.18%
149,015
-1,718
200
$7.63M 0.18%
174,525
-20,385
6 7
8
9 10