KCM

Kennedy Capital Management Portfolio holdings

AUM $4.19B
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
1
$37.9M 0.77%
1,282,986
-513,650
2
$36.7M 0.74%
918,815
-94,282
3
$34.6M 0.7%
868,913
-51,992
4
$33.3M 0.67%
515,331
-10,118
5
$32.9M 0.66%
1,381,254
-159,116
6
$31.3M 0.63%
542,298
-78,184
7
$30.8M 0.62%
1,097,088
-6,538
8
$30.1M 0.61%
1,088,721
-24,670
9
$29.5M 0.6%
707,888
+183,506
10
$27.7M 0.56%
847,182
+145,700
11
$26.8M 0.54%
840,553
+225,177
12
$26.7M 0.54%
381,651
+149,802
13
$26.4M 0.53%
+355,866
14
$26.3M 0.53%
610,700
+74,672
15
$26.1M 0.53%
1,715,692
-1,002,585
16
$25.9M 0.52%
251,798
-7,469
17
$25.2M 0.51%
1,770,120
+485,267
18
$24.6M 0.5%
779,946
-5,688
19
$24.6M 0.5%
345,799
+58,255
20
$24.3M 0.49%
577,703
-52,225
21
$23.8M 0.48%
704,818
+81,561
22
$23.6M 0.48%
662,602
-17,567
23
$23.6M 0.48%
652,157
+126,970
24
$23.4M 0.47%
382,525
-123,945
25
$23.3M 0.47%
1,018,373
+8,106
1
2 3 4 5