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
$5.38B
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.1M
3
+$16.5M
4
EVOP
EVO Payments, Inc. Class A Common Stock
EVOP
+$14.7M
5
CADE
Cadence Bancorporation
CADE
+$14.6M

Top Sells

1
+$24.2M
2
+$18.9M
3
+$14.8M
4
FNB icon
FNB Corp
FNB
+$14.3M
5
TEX icon
Terex
TEX
+$13.5M

Sector Composition

1 Financials 20.09%
2 Industrials 15.96%
3 Technology 13.68%
4 Consumer Discretionary 11.38%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.62M 0.16%
325,695
+18,636
227
$8.6M 0.16%
125,093
+26,111
228
$8.56M 0.16%
126,675
+14,521
229
$8.55M 0.16%
248,112
+60,356
230
$8.54M 0.16%
364,056
-270,274
231
$8.51M 0.16%
255,449
+20,084
232
$8.49M 0.16%
135,076
-27,893
233
$8.46M 0.16%
1,047,582
+983,266
234
$8.43M 0.16%
146,301
+4,035
235
$8.42M 0.16%
26,140
+683
236
$8.39M 0.16%
357,592
-3,891
237
$8.36M 0.16%
224,925
-2,455
238
$8.36M 0.16%
325,545
+127,449
239
$8.28M 0.15%
145,435
+36,054
240
$8.25M 0.15%
82,089
+2,178
241
$8.16M 0.15%
97,246
-1,058
242
$8.14M 0.15%
547,277
+277,340
243
$8.07M 0.15%
575,064
-9,251
244
$8.06M 0.15%
370,927
-358,504
245
$8M 0.15%
894,698
-9,768
246
$7.96M 0.15%
381,129
-6,154
247
$7.9M 0.15%
223,418
-2,406
248
$7.88M 0.15%
54,507
-899
249
$7.88M 0.15%
100,591
-5,888
250
$7.84M 0.15%
52,389
+1,324
8 9
10
11 12