KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.32M 0.08%
114,589
-249,839
427
$3.32M 0.08%
143,310
-1,470
428
$3.31M 0.07%
+250,506
429
$3.3M 0.07%
224,453
+59,773
430
$3.27M 0.07%
297,088
+47,521
431
$3.26M 0.07%
+15,028
432
$3.25M 0.07%
20,239
-5,920
433
$3.23M 0.07%
15,710
+406
434
$3.19M 0.07%
117,753
-761
435
$3.18M 0.07%
84,650
-151,878
436
$3.17M 0.07%
250,804
-7,729
437
$3.15M 0.07%
72,258
-28,212
438
$3.14M 0.07%
217,695
-6,735
439
$3.13M 0.07%
54,054
-5,681
440
$3.1M 0.07%
57,799
-27,013
441
$3.08M 0.07%
62,899
+10,021
442
$3.07M 0.07%
204,234
-28,370
443
$3.06M 0.07%
690,493
+46,864
444
$2.98M 0.07%
+454,081
445
$2.97M 0.07%
+55,418
446
$2.95M 0.07%
54,524
-5,198
447
$2.94M 0.07%
18,919
-14,161
448
$2.93M 0.07%
119,072
-2,888
449
$2.91M 0.07%
+39,811
450
$2.9M 0.07%
5,448
-45
16 17
18
19 20