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
326
$5.29M 0.12%
63,366
-3,812
327
$5.29M 0.12%
269,892
-14,244
328
$5.26M 0.12%
71,663
+10,831
329
$5.25M 0.12%
518,256
+1,335
330
$5.23M 0.12%
177,959
-7,515
331
$5.22M 0.12%
238,938
+84,646
332
$5.21M 0.12%
39,524
-9,643
333
$5.19M 0.12%
26,071
+4,566
334
$5.18M 0.12%
215,021
-114
335
$5.18M 0.12%
34,726
-661
336
$5.16M 0.12%
77,749
-154,668
337
$5.15M 0.12%
1,310,029
-1,294,270
338
$5.08M 0.11%
235,389
-55,972
339
$5.01M 0.11%
+246,986
340
$5M 0.11%
+64,157
341
$5M 0.11%
12,759
+453
342
$4.98M 0.11%
370,563
+22,409
343
$4.95M 0.11%
161,795
-8,893
344
$4.94M 0.11%
23,024
-225
345
$4.93M 0.11%
458,536
-1,678
346
$4.92M 0.11%
374,940
+68,944
347
$4.91M 0.11%
30,872
-1,008
348
$4.9M 0.11%
35,720
-1,069
349
$4.89M 0.11%
88,805
+21,508
350
$4.89M 0.11%
94,186
-376
12 13
14
15 16