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
376
$3.58M 0.1%
+159,467
377
$3.58M 0.1%
201,064
-54,291
378
$3.56M 0.1%
57,940
-11,320
379
$3.55M 0.1%
202,268
-28,439
380
$3.54M 0.1%
302,400
-5,868
381
$3.5M 0.1%
536,718
+86,947
382
$3.5M 0.1%
32,145
+589
383
$3.5M 0.1%
22,152
+7,939
384
$3.49M 0.1%
125,368
-133,243
385
$3.49M 0.1%
85,764
+7,650
386
$3.47M 0.1%
+141,895
387
$3.45M 0.1%
84,026
+1,624
388
$3.45M 0.1%
+226,733
389
$3.43M 0.1%
378,889
-133,523
390
$3.43M 0.1%
50,373
-10,728
391
$3.41M 0.1%
53,654
+14,662
392
$3.4M 0.1%
546,105
-106,936
393
$3.39M 0.1%
182,129
+2,135
394
$3.38M 0.1%
66,425
+18,189
395
$3.34M 0.1%
243,035
-198,480
396
$3.34M 0.1%
230,625
-342,653
397
$3.33M 0.1%
2,504,459
+281,314
398
$3.28M 0.1%
112,597
+13,194
399
$3.27M 0.09%
31,628
-347
400
$3.27M 0.09%
48,161
-4,225
14 15
16
17 18