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
176
$6.96M 0.2%
500,985
-25,841
177
$6.94M 0.2%
84,586
+1,211
178
$6.88M 0.2%
270,057
+864
179
$6.84M 0.2%
68,493
-6,782
180
$6.84M 0.2%
125,034
+14,337
181
$6.84M 0.2%
189,983
-18,320
182
$6.84M 0.2%
251,188
-369
183
$6.81M 0.2%
30,639
+1,489
184
$6.79M 0.2%
117,294
-12,244
185
$6.78M 0.2%
57,482
+2,322
186
$6.78M 0.2%
593,767
-250,305
187
$6.77M 0.2%
69,273
+3,830
188
$6.76M 0.2%
99,804
-10,231
189
$6.73M 0.2%
409,755
+150,407
190
$6.65M 0.2%
187,172
+47,555
191
$6.62M 0.19%
492,753
-62,272
192
$6.61M 0.19%
16,708
-8,004
193
$6.61M 0.19%
245,181
+27,491
194
$6.58M 0.19%
114,659
+23,849
195
$6.56M 0.19%
38,798
+274
196
$6.55M 0.19%
120,012
+3,725
197
$6.52M 0.19%
182,425
+43,244
198
$6.51M 0.19%
173,172
+8,218
199
$6.51M 0.19%
928,138
+53,369
200
$6.49M 0.19%
570,411
+4,610
6 7
8
9 10