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
$4.58B
AUM Growth
+$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$11.1M
3
+$10.3M
4
GTES icon
Gates Industrial
GTES
+$9.34M
5
SIMO icon
Silicon Motion
SIMO
+$7.87M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$11.3M
4
MODG icon
Topgolf Callaway Brands
MODG
+$11.2M
5
CIR
CIRCOR International, Inc
CIR
+$10.4M

Sector Composition

1 Industrials 20.86%
2 Financials 20.14%
3 Technology 12.6%
4 Healthcare 11.12%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.43M 0.16%
225,337
+51,775
227
$7.3M 0.16%
67,533
-10,622
228
$7.28M 0.16%
509,234
+185,941
229
$7.27M 0.16%
211,060
-99,560
230
$7.25M 0.16%
109,522
-43,840
231
$7.22M 0.16%
71,618
-3,860
232
$7.18M 0.16%
857,236
+152,420
233
$7.16M 0.16%
38,998
-4,643
234
$7.15M 0.16%
265,349
+59,582
235
$7.15M 0.16%
132,521
+10,791
236
$7.15M 0.16%
+241,032
237
$7.12M 0.16%
243,786
-124,344
238
$7.11M 0.16%
143,580
+36,020
239
$7.11M 0.16%
368,811
+101,580
240
$7.02M 0.15%
490,685
-64,990
241
$6.99M 0.15%
304,790
-14,744
242
$6.92M 0.15%
59,472
+36,838
243
$6.91M 0.15%
184,014
-292
244
$6.85M 0.15%
243,328
-95,377
245
$6.83M 0.15%
92,962
-5,100
246
$6.83M 0.15%
63,477
-435
247
$6.81M 0.15%
360,004
+92,982
248
$6.76M 0.15%
155,244
-60,261
249
$6.71M 0.15%
272,927
-343
250
$6.7M 0.15%
+173,080
8 9
10
11 12