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
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.33M 0.17%
687,221
+215,614
227
$7.25M 0.16%
95,161
-959
228
$7.17M 0.16%
1,036,692
-512,363
229
$7.17M 0.16%
107,416
-313
230
$7.15M 0.16%
351,709
+8,631
231
$7.14M 0.16%
527,970
+84,377
232
$7.11M 0.16%
31,988
-965
233
$7.1M 0.16%
75,638
-471
234
$7.1M 0.16%
150,885
-5,294
235
$7.09M 0.16%
359,328
+7,184
236
$7.09M 0.16%
154,110
+55,416
237
$7.08M 0.16%
60,455
-10,825
238
$7.07M 0.16%
423,243
+97,750
239
$7.06M 0.16%
50,085
-2,523
240
$7.04M 0.16%
444,113
+669
241
$7.04M 0.16%
627,234
+68,732
242
$7.03M 0.16%
396,137
+74,380
243
$6.98M 0.16%
+161,875
244
$6.97M 0.16%
202,302
-694
245
$6.91M 0.16%
143,589
-4,451
246
$6.9M 0.16%
210,754
-169,019
247
$6.87M 0.16%
452,813
+2,053
248
$6.85M 0.15%
753,758
+250,792
249
$6.82M 0.15%
+7,251
250
$6.8M 0.15%
55,930
+386
8 9
10
11 12