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
$4.24B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$11.4M
3
+$11.3M
4
DEA
Easterly Government Properties
DEA
+$11.2M
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$9.43M

Top Sells

1
+$37M
2
+$23.9M
3
+$15.4M
4
IVC
Invacare Corporation
IVC
+$13.7M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$11.4M

Sector Composition

1 Financials 19.2%
2 Technology 14.95%
3 Industrials 14.24%
4 Consumer Discretionary 11.28%
5 Real Estate 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 0.94%
705,363
+42,136
2
$35.5M 0.84%
431,353
-26,645
3
$31.7M 0.75%
326,152
-22,199
4
$27.1M 0.64%
+1,255,164
5
$27M 0.64%
2,113,611
+8,137
6
$25.4M 0.6%
178,467
+8,452
7
$25.1M 0.59%
847,945
-184,064
8
$25.1M 0.59%
712,275
-45,794
9
$24.4M 0.58%
329,843
-35,881
10
$23.4M 0.55%
365,492
-69,698
11
$23.3M 0.55%
727,928
-89,349
12
$23M 0.54%
304,702
-45,274
13
$22.6M 0.53%
1,346,121
+32,050
14
$21.6M 0.51%
533,460
-18,331
15
$21M 0.49%
292,373
+2,904
16
$20.4M 0.48%
442,940
+152,145
17
$20.2M 0.48%
250,266
-53,184
18
$19.9M 0.47%
210,149
-15,564
19
$19.7M 0.47%
1,137,354
-127,078
20
$19.6M 0.46%
364,079
-157,860
21
$19.5M 0.46%
651,480
-114,195
22
$19.5M 0.46%
488,462
+44,803
23
$19.1M 0.45%
232,894
-60,337
24
$19M 0.45%
198,855
-575
25
$18.7M 0.44%
341,969
-662
1
2 3 4 5