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
276
$5.34M 0.13%
1,098,898
+83,749
277
$5.34M 0.13%
29,632
+16,246
278
$5.33M 0.13%
58,231
+2,757
279
$5.33M 0.13%
32,936
+11,239
280
$5.31M 0.13%
612,872
+105,276
281
$5.3M 0.13%
53,697
-5,883
282
$5.21M 0.12%
120,399
+21,983
283
$5.17M 0.12%
135,861
+17,960
284
$5.14M 0.12%
216,261
-175,826
285
$5.13M 0.12%
158,591
-54,957
286
$5.11M 0.12%
1,128,528
-762,472
287
$4.97M 0.12%
92,379
+105
288
$4.94M 0.12%
224,700
-11,942
289
$4.93M 0.12%
200,033
-49,945
290
$4.9M 0.12%
137,175
+40,325
291
$4.9M 0.12%
21,705
-924
292
$4.89M 0.12%
369,818
-9,837
293
$4.85M 0.12%
191,265
-15,621
294
$4.81M 0.11%
492,466
+33,418
295
$4.77M 0.11%
52,116
+2,539
296
$4.76M 0.11%
+572,573
297
$4.75M 0.11%
35,864
-80
298
$4.75M 0.11%
167,504
+24,658
299
$4.7M 0.11%
76,022
+11,176
300
$4.66M 0.11%
53,021
-27,575
10 11
12
13 14