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
201
$6.48M 0.19%
28,821
-9,604
202
$6.45M 0.19%
72,149
-3,112
203
$6.45M 0.19%
62,783
-17,157
204
$6.45M 0.19%
444,544
+19,447
205
$6.41M 0.19%
+390,766
206
$6.38M 0.19%
+145,178
207
$6.35M 0.19%
263,624
-23,680
208
$6.34M 0.19%
376,875
-84,033
209
$6.34M 0.19%
106,303
-11,329
210
$6.33M 0.19%
56,905
+838
211
$6.21M 0.18%
209,807
+27,509
212
$6.07M 0.18%
41,401
+2,830
213
$6.07M 0.18%
62,165
-4,240
214
$6.06M 0.18%
296,424
-88,700
215
$6.04M 0.18%
186,462
+104,777
216
$6.02M 0.18%
227,284
-48,195
217
$5.98M 0.18%
584,942
-28,647
218
$5.98M 0.18%
101,872
+2,581
219
$5.95M 0.17%
273,270
+4,985
220
$5.89M 0.17%
13,357
+726
221
$5.87M 0.17%
254,550
+46,258
222
$5.87M 0.17%
108,354
-200,292
223
$5.85M 0.17%
176,132
+6,480
224
$5.84M 0.17%
232,595
-25,244
225
$5.82M 0.17%
185,922
-15,384
7 8
9
10 11