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
251
$6.8M 0.15%
55,930
+386
252
$6.79M 0.15%
+49,192
253
$6.78M 0.15%
129,202
-3,446
254
$6.77M 0.15%
406,632
+96,527
255
$6.74M 0.15%
449,585
+95,343
256
$6.74M 0.15%
44,061
-2,512
257
$6.72M 0.15%
88,427
-375
258
$6.71M 0.15%
635,306
-1,887
259
$6.66M 0.15%
221,712
+43,832
260
$6.63M 0.15%
55,377
+1,572
261
$6.62M 0.15%
28,561
-5,811
262
$6.61M 0.15%
818,573
-160,823
263
$6.61M 0.15%
777,058
+17,714
264
$6.57M 0.15%
392,023
+45,809
265
$6.56M 0.15%
154,694
-4,020
266
$6.48M 0.15%
117,059
-475
267
$6.46M 0.15%
490,695
+378,382
268
$6.44M 0.15%
178,736
-135,650
269
$6.44M 0.15%
96,092
-127,643
270
$6.43M 0.15%
81,111
-2,525
271
$6.42M 0.15%
87,700
-2,832
272
$6.42M 0.15%
146,716
-14,711
273
$6.41M 0.14%
220,240
+109,514
274
$6.4M 0.14%
742,002
+575,268
275
$6.38M 0.14%
503,175
-60,001
9 10
11
12 13