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
376
$2.88M 0.07%
481,241
+24,193
377
$2.88M 0.07%
+74,928
378
$2.87M 0.07%
31,937
-1,578
379
$2.84M 0.07%
55,485
+8,069
380
$2.84M 0.07%
43,191
-2,133
381
$2.82M 0.07%
101,510
-29,862
382
$2.82M 0.07%
41,557
-2,031
383
$2.81M 0.07%
100,276
+9,279
384
$2.8M 0.07%
30,307
+19,765
385
$2.77M 0.07%
70,045
-3,480
386
$2.75M 0.07%
150,292
-2,899
387
$2.75M 0.07%
383,663
+595
388
$2.72M 0.06%
269,590
+75,643
389
$2.7M 0.06%
911,123
+101,748
390
$2.69M 0.06%
14,722
-727
391
$2.66M 0.06%
13,668
-3,898
392
$2.66M 0.06%
132,257
+4,008
393
$2.65M 0.06%
13,159
-693
394
$2.65M 0.06%
310,585
+18,814
395
$2.63M 0.06%
375,027
+166,035
396
$2.63M 0.06%
108,641
-436
397
$2.62M 0.06%
34,397
-1,661
398
$2.62M 0.06%
141,746
-833
399
$2.6M 0.06%
+33,858
400
$2.6M 0.06%
327,691
+133,779
14 15
16
17 18