KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.88M 0.11%
422,412
+167,601
352
$4.77M 0.11%
326,086
-118,323
353
$4.75M 0.11%
118,768
-281
354
$4.71M 0.11%
267,522
+69,761
355
$4.69M 0.11%
40,132
-1,072
356
$4.69M 0.11%
53,651
+14,791
357
$4.66M 0.11%
49,113
+616
358
$4.63M 0.1%
29,652
-434
359
$4.63M 0.1%
+690,516
360
$4.61M 0.1%
55,073
-543
361
$4.6M 0.1%
178,866
+24,564
362
$4.6M 0.1%
147,241
-73,593
363
$4.56M 0.1%
957,230
+75,985
364
$4.53M 0.1%
171,751
-688
365
$4.53M 0.1%
98,717
-169,228
366
$4.53M 0.1%
268,189
-87,567
367
$4.5M 0.1%
25,227
-921
368
$4.49M 0.1%
129,264
-404
369
$4.47M 0.1%
106,393
-1,029
370
$4.47M 0.1%
261,846
-801,230
371
$4.43M 0.1%
299,492
+4,681
372
$4.41M 0.1%
191,689
+2,230
373
$4.39M 0.1%
78,030
+30,703
374
$4.38M 0.1%
73,023
-2,381
375
$4.36M 0.1%
69,746
-122
13 14
15
16 17