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
$4.46B
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.2M
3
+$12.3M
4
UNFI icon
United Natural Foods
UNFI
+$12.1M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$10.5M

Top Sells

1
+$17.1M
2
+$11.9M
3
+$11.2M
4
CVA
Covanta Holding Corporation
CVA
+$11M
5
SKY icon
Champion Homes
SKY
+$10.7M

Sector Composition

1 Financials 23%
2 Industrials 16.07%
3 Technology 12.88%
4 Consumer Discretionary 11.64%
5 Real Estate 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.43M 0.17%
161,519
-35,408
227
$7.43M 0.17%
695,961
+40,077
228
$7.38M 0.17%
332,193
-1,233
229
$7.38M 0.17%
258,113
-28,283
230
$7.38M 0.17%
30,989
-12,952
231
$7.37M 0.17%
54,935
-18,858
232
$7.35M 0.16%
51,614
-2,938
233
$7.35M 0.16%
796,735
-88,068
234
$7.34M 0.16%
512,962
+43,543
235
$7.33M 0.16%
344,653
-11,940
236
$7.29M 0.16%
64,263
-2,376
237
$7.24M 0.16%
196,368
-8,563
238
$7.19M 0.16%
458,408
-20,102
239
$7.15M 0.16%
547,679
-18,972
240
$7.13M 0.16%
162,401
-10,918
241
$7.12M 0.16%
223,508
-1,658
242
$7.09M 0.16%
212,405
-8,985
243
$7.08M 0.16%
70,407
-883
244
$7.07M 0.16%
792,054
-87,415
245
$7.05M 0.16%
128,757
+23,290
246
$7.03M 0.16%
149,566
-12,945
247
$7.03M 0.16%
+751,024
248
$7.03M 0.16%
114,898
-4,610
249
$7M 0.16%
394,116
-57,394
250
$7M 0.16%
44,651
-2,520
8 9
10
11 12