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
$4.23B
AUM Growth
-$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.8M
3
+$8.55M
4
EYE icon
National Vision
EYE
+$7.27M
5
DINO icon
HF Sinclair
DINO
+$6.78M

Top Sells

1
+$20.9M
2
+$17.1M
3
+$15.9M
4
NXGN
NextGen Healthcare, Inc. Common Stock
NXGN
+$14.4M
5
NPTN
NEOPHOTONICS CORP
NPTN
+$13.1M

Sector Composition

1 Financials 21.77%
2 Industrials 16.03%
3 Technology 12.18%
4 Consumer Discretionary 10.63%
5 Real Estate 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.48M 0.08%
406,935
+9,222
377
$3.44M 0.08%
205,758
-31,859
378
$3.41M 0.08%
205,198
+6,282
379
$3.4M 0.08%
61,684
-619
380
$3.35M 0.08%
44,843
-30,216
381
$3.33M 0.08%
71,697
-716
382
$3.29M 0.08%
+174,989
383
$3.23M 0.08%
214,441
-44,124
384
$3.23M 0.08%
18,672
-3,836
385
$3.21M 0.08%
70,047
+10,518
386
$3.17M 0.07%
369,323
-2,275
387
$3.16M 0.07%
194,569
+33,114
388
$3.13M 0.07%
71,120
-438
389
$3.13M 0.07%
18,536
+14,132
390
$3.07M 0.07%
74,558
-11,734
391
$3.06M 0.07%
268,538
+28,859
392
$3.05M 0.07%
73,002
-15,010
393
$2.96M 0.07%
633,259
-95,136
394
$2.94M 0.07%
70,623
-4,929
395
$2.9M 0.07%
51,141
-510
396
$2.86M 0.07%
16,450
+74
397
$2.85M 0.07%
76,963
-94,703
398
$2.83M 0.07%
61,938
-17,112
399
$2.81M 0.07%
261,591
-1,611
400
$2.76M 0.07%
162,556
+46,194
14 15
16
17 18