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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16.1M
3
+$12.7M
4
SF icon
Stifel
SF
+$11.9M
5
AORT icon
Artivion
AORT
+$10.1M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$10M
4
TIVO
Tivo Inc
TIVO
+$9.27M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.93%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.85M 0.11%
+175,000
352
$3.8M 0.11%
221,014
-217,242
353
$3.78M 0.11%
27,210
-4,550
354
$3.75M 0.11%
141,920
-18,800
355
$3.74M 0.11%
82,095
-140,734
356
$3.74M 0.11%
214,302
-118,605
357
$3.73M 0.11%
+85,084
358
$3.72M 0.11%
181,320
+29,590
359
$3.7M 0.11%
321,300
-14,911
360
$3.7M 0.11%
30,906
-1,867
361
$3.69M 0.11%
49,647
-1,890
362
$3.67M 0.11%
464,839
-80,164
363
$3.66M 0.11%
225,060
-314,356
364
$3.66M 0.11%
171,787
+1,242
365
$3.65M 0.11%
19,812
-1,212
366
$3.65M 0.11%
56,052
-9,426
367
$3.64M 0.11%
254,672
-150,658
368
$3.63M 0.11%
+235,690
369
$3.62M 0.1%
45,736
+7,792
370
$3.62M 0.1%
60,376
+10,698
371
$3.61M 0.1%
332,031
-245,117
372
$3.6M 0.1%
+60,664
373
$3.6M 0.1%
352,777
-50,243
374
$3.59M 0.1%
54,063
+19,346
375
$3.59M 0.1%
129,644
-10,190
13 14
15
16 17