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
$4.1B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$21.3M
3
+$15.2M
4
XHR
Xenia Hotels & Resorts
XHR
+$13.2M
5
CHRD icon
Chord Energy
CHRD
+$11.6M

Top Sells

1
+$20.4M
2
+$18.1M
3
+$16.2M
4
SHO icon
Sunstone Hotel Investors
SHO
+$15.4M
5
PDCE
PDC Energy, Inc.
PDCE
+$11.5M

Sector Composition

1 Industrials 20.32%
2 Financials 19.68%
3 Technology 12.93%
4 Healthcare 10.99%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.61M 0.21%
102,989
+1,421
177
$8.59M 0.21%
585,812
-4,593
178
$8.58M 0.21%
1,566,248
+205,143
179
$8.53M 0.21%
64,711
+7,556
180
$8.5M 0.21%
144,957
+46,732
181
$8.36M 0.2%
+292,533
182
$8.35M 0.2%
26,440
+4,179
183
$8.33M 0.2%
338,705
-97,825
184
$8.21M 0.2%
995,360
+22,165
185
$8.18M 0.2%
18,708
+1,701
186
$8.18M 0.2%
98,436
+3,184
187
$8.09M 0.2%
601,316
-2,669
188
$8.06M 0.2%
79,054
-3,250
189
$7.96M 0.19%
374,216
-35,085
190
$7.96M 0.19%
204,373
-1,023
191
$7.93M 0.19%
475,522
+18,862
192
$7.9M 0.19%
212,970
-53,493
193
$7.88M 0.19%
215,505
-28,906
194
$7.87M 0.19%
64,937
+50,587
195
$7.83M 0.19%
144,081
+95,998
196
$7.8M 0.19%
93,430
+6,238
197
$7.73M 0.19%
185,445
+33,177
198
$7.67M 0.19%
47,941
-390
199
$7.67M 0.19%
299,024
+71,252
200
$7.66M 0.19%
76,129
-26,869
6 7
8
9 10