KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$9.99M
2
+$9.55M
3
+$8.74M
4
XPO icon
XPO
XPO
+$8.24M
5
COOP
Mr. Cooper
COOP
+$7.67M

Top Sells

1
+$12.5M
2
+$12.2M
3
+$9.6M
4
PDCE
PDC Energy, Inc.
PDCE
+$9.53M
5
FFWM icon
First Foundation Inc
FFWM
+$8.78M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.19%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.66M 0.19%
304,050
-20,253
202
$6.66M 0.19%
290,656
-48,297
203
$6.6M 0.19%
155,160
+93,222
204
$6.56M 0.18%
79,904
-1,390
205
$6.54M 0.18%
325,598
+2,225
206
$6.52M 0.18%
275,247
+3,832
207
$6.52M 0.18%
229,761
-5,309
208
$6.51M 0.18%
94,458
-1,754
209
$6.5M 0.18%
342,452
-3,294
210
$6.37M 0.18%
106,219
-1,625
211
$6.35M 0.18%
162,606
-1,329
212
$6.32M 0.18%
1,010,774
-162,904
213
$6.28M 0.18%
195,050
-65,810
214
$6.28M 0.18%
1,645,566
-901,356
215
$6.26M 0.18%
40,187
-7,551
216
$6.21M 0.17%
118,674
-80,558
217
$6.19M 0.17%
363,130
-56,441
218
$6.16M 0.17%
75,178
-2,404
219
$6.08M 0.17%
38,172
-817
220
$6.07M 0.17%
168,533
-1,378
221
$6.06M 0.17%
467,864
-5,525
222
$6.03M 0.17%
24,817
-589
223
$6.01M 0.17%
570,477
-6,027
224
$5.94M 0.17%
74,824
-884
225
$5.92M 0.17%
305,390
+21,689
7 8
9
10 11