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
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.78M
3
+$8.7M
4
XPO icon
XPO
XPO
+$7.41M
5
CWST icon
Casella Waste Systems
CWST
+$7.09M

Top Sells

1
+$12.2M
2
+$11.3M
3
+$11M
4
FFWM icon
First Foundation Inc
FFWM
+$8.13M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.1M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.14%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.42M 0.21%
212,838
+109,750
177
$7.41M 0.21%
+258,938
178
$7.34M 0.21%
664,448
+230,990
179
$7.28M 0.2%
178,629
-2,528
180
$7.24M 0.2%
175,205
+966
181
$7.2M 0.2%
264,964
-66,329
182
$7.2M 0.2%
195,981
+181,193
183
$7.19M 0.2%
75,031
+5,030
184
$7.12M 0.2%
60,702
+439
185
$7.09M 0.2%
41,729
-9,620
186
$7.07M 0.2%
106,882
-75,579
187
$7.06M 0.2%
138,515
-1,625
188
$7.05M 0.2%
31,624
-495
189
$7M 0.2%
79,580
+17,661
190
$6.96M 0.2%
18,552
+2,042
191
$6.96M 0.19%
656,723
+220,643
192
$6.91M 0.19%
355,455
+1,019
193
$6.83M 0.19%
235,872
-49,252
194
$6.83M 0.19%
61,044
+5,240
195
$6.77M 0.19%
435,828
+264,439
196
$6.72M 0.19%
56,891
+2,104
197
$6.71M 0.19%
462,011
+47,808
198
$6.71M 0.19%
144,969
-2,087
199
$6.71M 0.19%
342,876
+24,840
200
$6.67M 0.19%
31,456
-416
6 7
8
9 10