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
251
$6.95M 0.16%
36,952
-26,845
252
$6.95M 0.16%
322,778
+14,560
253
$6.93M 0.16%
187,862
+1,100
254
$6.93M 0.16%
256,883
-11,173
255
$6.93M 0.16%
314,662
+64,225
256
$6.87M 0.15%
15,993
-804
257
$6.87M 0.15%
140,032
+74,958
258
$6.87M 0.15%
95,467
-4,242
259
$6.83M 0.15%
471,547
-37,165
260
$6.82M 0.15%
145,068
-8,841
261
$6.81M 0.15%
60,124
+528
262
$6.8M 0.15%
32,001
-1,425
263
$6.79M 0.15%
317,059
-47,396
264
$6.76M 0.15%
189,689
-24,979
265
$6.76M 0.15%
39,647
-3,070
266
$6.75M 0.15%
290,491
+129,552
267
$6.75M 0.15%
117,711
-4,129
268
$6.7M 0.15%
804,438
+55,027
269
$6.67M 0.15%
146,093
-5,165
270
$6.65M 0.15%
105,097
-57,727
271
$6.63M 0.15%
37,393
-2,923
272
$6.6M 0.15%
192,298
-8,459
273
$6.6M 0.15%
254,606
-26,733
274
$6.57M 0.15%
35,469
-2,001
275
$6.56M 0.15%
196,682
-1,389
9 10
11
12 13