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
$4.65B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16.6M
3
+$14.7M
4
CHCT
Community Healthcare Trust
CHCT
+$13.5M
5
JBTM
JBT Marel
JBTM
+$10.9M

Top Sells

1
+$22.2M
2
+$19.3M
3
+$16.2M
4
BXG
Bluegreen Vacations Corporation Common Stock
BXG
+$14.8M
5
OCSL icon
Oaktree Specialty Lending
OCSL
+$14.2M

Sector Composition

1 Financials 21.9%
2 Industrials 16.7%
3 Technology 13.18%
4 Consumer Discretionary 12.55%
5 Real Estate 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5.09M 0.11%
426,365
+26,241
352
$5.08M 0.11%
123,251
+2,959
353
$5.08M 0.11%
54,177
+467
354
$5.08M 0.11%
44,532
-1,280
355
$5.04M 0.11%
91,463
-28,473
356
$5.01M 0.11%
34,661
-846
357
$4.99M 0.11%
149,667
+2,673
358
$4.93M 0.11%
154,773
+447
359
$4.92M 0.11%
47,131
-754
360
$4.92M 0.11%
48,141
-2,082
361
$4.86M 0.1%
+240,935
362
$4.77M 0.1%
305,896
+177,756
363
$4.77M 0.1%
212,580
+162,518
364
$4.76M 0.1%
225,869
-33,818
365
$4.7M 0.1%
111,081
-118,440
366
$4.65M 0.1%
213,900
+44,856
367
$4.65M 0.1%
40,813
-1,085
368
$4.64M 0.1%
325,425
-13,757
369
$4.64M 0.1%
276,449
-4,450
370
$4.6M 0.1%
262,913
+70,558
371
$4.59M 0.1%
349,106
+160,011
372
$4.56M 0.1%
146,880
-16,569
373
$4.53M 0.1%
46,729
-7,916
374
$4.51M 0.1%
175,885
-97,046
375
$4.5M 0.1%
132,332
-6,187
13 14
15
16 17