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

Top Buys

1
+$15.6M
2
+$15.3M
3
+$10.7M
4
NUVA
NuVasive, Inc.
NUVA
+$9.53M
5
BBDC icon
Barings BDC
BBDC
+$9.19M

Top Sells

1
+$24.5M
2
+$15.9M
3
+$13.7M
4
CUZ icon
Cousins Properties
CUZ
+$12.2M
5
REGI
Renewable Energy Group, Inc.
REGI
+$12.2M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 15.03%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.34M 0.17%
519,014
-16,196
227
$7.33M 0.17%
687,221
+215,614
228
$7.25M 0.16%
95,161
-959
229
$7.17M 0.16%
1,036,692
-512,363
230
$7.17M 0.16%
107,416
-313
231
$7.15M 0.16%
351,709
+8,631
232
$7.14M 0.16%
527,970
+84,377
233
$7.11M 0.16%
31,988
-965
234
$7.1M 0.16%
75,638
-471
235
$7.1M 0.16%
150,885
-5,294
236
$7.09M 0.16%
359,328
+7,184
237
$7.09M 0.16%
154,110
+55,416
238
$7.08M 0.16%
60,455
-10,825
239
$7.07M 0.16%
423,243
+97,750
240
$7.06M 0.16%
50,085
-2,523
241
$7.04M 0.16%
444,113
+669
242
$7.04M 0.16%
627,234
+68,732
243
$7.03M 0.16%
396,137
+74,380
244
$6.98M 0.16%
+161,875
245
$6.97M 0.16%
202,302
-694
246
$6.91M 0.16%
143,589
-4,451
247
$6.9M 0.16%
210,754
-169,019
248
$6.87M 0.16%
452,813
+2,053
249
$6.85M 0.15%
753,758
+250,792
250
$6.82M 0.15%
+7,251
8 9
10
11 12