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
376
$3.35M 0.07%
90,012
-18,530
377
$3.34M 0.07%
253,536
-1,792
378
$3.33M 0.07%
+30,756
379
$3.29M 0.07%
165,657
+26,056
380
$3.28M 0.07%
906,375
+177,384
381
$3.28M 0.07%
48,388
-3,436
382
$3.26M 0.07%
171,730
-2,935
383
$3.22M 0.07%
61,381
-3,797
384
$3.21M 0.07%
60,412
+20,028
385
$3.21M 0.07%
185,642
-126,887
386
$3.2M 0.07%
25,456
-5,049
387
$3.19M 0.07%
150,869
+55,337
388
$3.19M 0.07%
+324,102
389
$3.18M 0.07%
156,263
-1,186
390
$3.15M 0.07%
92,876
-147
391
$3.14M 0.07%
31,116
+2,913
392
$3.11M 0.07%
+115,503
393
$3.11M 0.07%
43,171
+4,308
394
$3.07M 0.07%
115,508
-4,589
395
$3.03M 0.07%
20,594
-8,299
396
$3.03M 0.07%
962,102
-310,093
397
$3.03M 0.07%
403,382
+20,707
398
$2.98M 0.07%
271,615
-25,233
399
$2.96M 0.06%
188,374
-13,735
400
$2.94M 0.06%
192,070
-3,274
14 15
16
17 18