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
401
$3.26M 0.09%
202,130
+22,303
402
$3.26M 0.09%
28,452
+16,915
403
$3.23M 0.09%
207,215
+32,007
404
$3.21M 0.09%
489,442
+198,726
405
$3.19M 0.09%
348,930
+41,965
406
$3.19M 0.09%
61,947
+3,132
407
$3.17M 0.09%
58,498
-130,465
408
$3.16M 0.09%
45,941
-9,102
409
$3.15M 0.09%
255,255
-23,867
410
$3.15M 0.09%
110,784
+17,221
411
$3.14M 0.09%
38,993
+13,037
412
$3.11M 0.09%
83,502
-41,883
413
$3.11M 0.09%
84,477
+9,142
414
$3.1M 0.09%
125,659
+75,306
415
$3.1M 0.09%
26,378
-25,010
416
$3.1M 0.09%
51,128
+352
417
$3.09M 0.09%
886,087
+69,570
418
$3.08M 0.09%
175,851
+24,473
419
$3.06M 0.09%
280,647
+23,176
420
$3.03M 0.09%
83,620
+34,819
421
$3.03M 0.09%
+59,703
422
$2.99M 0.09%
209,993
+2,101
423
$2.98M 0.09%
85,392
-58,659
424
$2.98M 0.09%
210,525
+21,490
425
$2.96M 0.09%
232,134
+1,459
15 16
17
18 19