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
$4.19B
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.6M
3
+$13.5M
4
OZK icon
Bank OZK
OZK
+$11.8M
5
ALG icon
Alamo Group
ALG
+$11.5M

Top Sells

1
+$25.9M
2
+$13.8M
3
+$13.5M
4
VRNA
Verona Pharma
VRNA
+$13.3M
5
HURN icon
Huron Consulting
HURN
+$10.9M

Sector Composition

1 Financials 20.76%
2 Healthcare 18.1%
3 Industrials 18.07%
4 Technology 12.65%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.91M 0.14%
96,868
-7,883
252
$5.9M 0.14%
754,043
-302,891
253
$5.85M 0.14%
80,842
+1,291
254
$5.84M 0.14%
29,574
-6,219
255
$5.83M 0.14%
155,818
256
$5.83M 0.14%
199,700
-9,427
257
$5.8M 0.14%
151,738
-6,819
258
$5.78M 0.14%
17,944
-1,386
259
$5.78M 0.14%
179,592
-3,821
260
$5.76M 0.14%
264,810
+45,219
261
$5.75M 0.14%
164,142
-6,906
262
$5.7M 0.14%
135,157
-79,788
263
$5.67M 0.14%
293,417
-34,489
264
$5.65M 0.14%
272,606
-130,523
265
$5.63M 0.13%
336,833
-35,217
266
$5.63M 0.13%
751,037
-201,790
267
$5.62M 0.13%
150,451
-55,188
268
$5.57M 0.13%
190,494
-131,288
269
$5.55M 0.13%
84,729
-3,230
270
$5.52M 0.13%
58,850
+615
271
$5.45M 0.13%
111,117
-1,486
272
$5.44M 0.13%
42,786
-1,585
273
$5.43M 0.13%
412,325
+119,486
274
$5.39M 0.13%
429,634
+19,670
275
$5.36M 0.13%
512,357
-3,013
9 10
11
12 13