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
$4.58B
AUM Growth
+$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$11.1M
3
+$10.3M
4
GTES icon
Gates Industrial
GTES
+$9.34M
5
SIMO icon
Silicon Motion
SIMO
+$7.87M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$11.3M
4
MODG icon
Topgolf Callaway Brands
MODG
+$11.2M
5
CIR
CIRCOR International, Inc
CIR
+$10.4M

Sector Composition

1 Industrials 20.86%
2 Financials 20.14%
3 Technology 12.6%
4 Healthcare 11.12%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.8M 0.08%
37,674
-3,317
352
$3.78M 0.08%
556,333
+28,093
353
$3.76M 0.08%
105,441
+18,362
354
$3.75M 0.08%
+342,864
355
$3.75M 0.08%
15,205
+2,198
356
$3.74M 0.08%
68,811
-26,775
357
$3.71M 0.08%
259,700
-3,804
358
$3.68M 0.08%
+29,673
359
$3.68M 0.08%
34,618
+3,654
360
$3.67M 0.08%
71,907
-5,195
361
$3.65M 0.08%
67,987
-62,657
362
$3.63M 0.08%
+171,579
363
$3.6M 0.08%
34,967
-959
364
$3.59M 0.08%
27,172
-578
365
$3.56M 0.08%
42,404
+4,882
366
$3.54M 0.08%
+474,006
367
$3.52M 0.08%
+31,954
368
$3.51M 0.08%
163,251
-1,021
369
$3.48M 0.08%
220,268
-347
370
$3.46M 0.08%
74,458
-1,257
371
$3.46M 0.08%
105,715
-21,227
372
$3.43M 0.07%
424,928
+39,330
373
$3.43M 0.07%
+304,650
374
$3.43M 0.07%
65,425
+37,498
375
$3.4M 0.07%
46,651
+3,414
13 14
15
16 17