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
$4.19B
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.6M
3
+$13.5M
4
OZK icon
Bank OZK
OZK
+$11.8M
5
ALG icon
Alamo Group
ALG
+$11.5M

Top Sells

1
+$25.9M
2
+$13.8M
3
+$13.5M
4
VRNA
Verona Pharma
VRNA
+$13.3M
5
HURN icon
Huron Consulting
HURN
+$10.9M

Sector Composition

1 Financials 20.76%
2 Healthcare 18.1%
3 Industrials 18.07%
4 Technology 12.65%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.34M 0.08%
237,003
-10,060
352
$3.33M 0.08%
33,000
-7,629
353
$3.31M 0.08%
55,428
-55,591
354
$3.3M 0.08%
324,599
+249,143
355
$3.29M 0.08%
180,840
-174,137
356
$3.28M 0.08%
28,991
-2,435
357
$3.27M 0.08%
8,773
-980
358
$3.23M 0.08%
89,353
+23,985
359
$3.22M 0.08%
158,855
+6,635
360
$3.18M 0.08%
17,449
+8,100
361
$3.18M 0.08%
5,016
-140
362
$3.16M 0.08%
79,003
-162,745
363
$3.15M 0.08%
127,756
-3,084
364
$3.08M 0.07%
33,996
+6,698
365
$3.08M 0.07%
113,986
-279,323
366
$3.05M 0.07%
126,672
-73,408
367
$3.01M 0.07%
17,989
-889
368
$3M 0.07%
119,450
-43,316
369
$2.98M 0.07%
325,501
+31,847
370
$2.96M 0.07%
+621,763
371
$2.93M 0.07%
78,397
+6,090
372
$2.92M 0.07%
19,084
-815
373
$2.91M 0.07%
+54,930
374
$2.91M 0.07%
152,396
-81,813
375
$2.89M 0.07%
552,796
+313,229
13 14
15
16 17