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
401
$2.51M 0.06%
+43,066
402
$2.5M 0.06%
113,422
-38,845
403
$2.5M 0.06%
+242,112
404
$2.49M 0.06%
404,231
+25,988
405
$2.47M 0.06%
+65,265
406
$2.44M 0.06%
133,528
-132,220
407
$2.44M 0.06%
205,100
+90,477
408
$2.44M 0.06%
18,918
-937
409
$2.43M 0.06%
73,766
-3,645
410
$2.42M 0.06%
183,192
-65,812
411
$2.38M 0.06%
70,128
-173,491
412
$2.36M 0.06%
184,603
+22,384
413
$2.34M 0.06%
180,732
-3,506
414
$2.32M 0.06%
33,625
-67,404
415
$2.31M 0.06%
89,085
-13,397
416
$2.31M 0.06%
164,976
-705
417
$2.3M 0.05%
15,655
-774
418
$2.25M 0.05%
55,195
-2,235
419
$2.22M 0.05%
1,003,801
-264,297
420
$2.21M 0.05%
35,234
+10,481
421
$2.21M 0.05%
164,209
+23,710
422
$2.19M 0.05%
28,354
-61,876
423
$2.18M 0.05%
34,649
-20,731
424
$2.16M 0.05%
+148,036
425
$2.16M 0.05%
52,963
-1,745
15 16
17
18 19