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
376
$4.33M 0.1%
297,541
+22,115
377
$4.31M 0.1%
288,057
-4,758
378
$4.31M 0.1%
148,030
-94,414
379
$4.28M 0.1%
203,648
+20,752
380
$4.28M 0.1%
47,739
+30,014
381
$4.24M 0.1%
47,575
-1,482
382
$4.21M 0.1%
59,699
-252
383
$4.21M 0.1%
116,143
+57,266
384
$4.2M 0.09%
97,845
-9,890
385
$4.2M 0.09%
35,056
+11,129
386
$4.19M 0.09%
1,003,766
-141,414
387
$4.14M 0.09%
211,603
+48,793
388
$4.12M 0.09%
25,821
+5,360
389
$4.12M 0.09%
+212,085
390
$4.07M 0.09%
384,846
-650
391
$4.06M 0.09%
41,748
-4,155
392
$4.06M 0.09%
69,622
+6,897
393
$3.99M 0.09%
80,524
-38
394
$3.98M 0.09%
187,544
-15,026
395
$3.98M 0.09%
117,056
-3,909
396
$3.93M 0.09%
352,930
+32,409
397
$3.92M 0.09%
92,972
-80,407
398
$3.91M 0.09%
77,661
-2,766
399
$3.91M 0.09%
206,200
-30
400
$3.88M 0.09%
160,298
+31,354
14 15
16
17 18