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
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$17.7M
3
+$17.5M
4
SUI icon
Sun Communities
SUI
+$17.3M
5
NFX
Newfield Exploration
NFX
+$15.3M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17M
5
MPW icon
Medical Properties Trust
MPW
+$15.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.79%
3 Industrials 13.39%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.62M 0.17%
557,985
+52,805
202
$8.56M 0.17%
491,299
+34,792
203
$8.56M 0.17%
381,899
+35,347
204
$8.55M 0.17%
767,266
+108,829
205
$8.45M 0.17%
464,978
+376,527
206
$8.41M 0.17%
401,502
+54,694
207
$8.41M 0.17%
190,836
-53,042
208
$8.38M 0.17%
810,896
+224,136
209
$8.36M 0.17%
811,894
-10,314
210
$8.32M 0.17%
134,603
-18,520
211
$8.31M 0.17%
491,912
+103,284
212
$8.27M 0.17%
63,910
-8,703
213
$8.27M 0.17%
79,860
-10,973
214
$8.23M 0.17%
183,910
-28,285
215
$8.17M 0.17%
97,743
-2,211
216
$8.15M 0.16%
199,868
-85,847
217
$8.11M 0.16%
332,009
-78,345
218
$8.09M 0.16%
310,430
-31,380
219
$8.05M 0.16%
222,639
-4,365
220
$8.02M 0.16%
394,425
+5,188
221
$8.01M 0.16%
145,426
-162,416
222
$8M 0.16%
856,852
+354,838
223
$7.98M 0.16%
304,753
-47,456
224
$7.95M 0.16%
625,565
-288,748
225
$7.9M 0.16%
97,128
+66,678
7 8
9
10 11