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
$4.65B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16.6M
3
+$14.7M
4
CHCT
Community Healthcare Trust
CHCT
+$13.5M
5
JBTM
JBT Marel
JBTM
+$10.9M

Top Sells

1
+$22.2M
2
+$19.3M
3
+$16.2M
4
BXG
Bluegreen Vacations Corporation Common Stock
BXG
+$14.8M
5
OCSL icon
Oaktree Specialty Lending
OCSL
+$14.2M

Sector Composition

1 Financials 21.9%
2 Industrials 16.7%
3 Technology 13.18%
4 Consumer Discretionary 12.55%
5 Real Estate 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.45M 0.07%
+196,943
427
$3.44M 0.07%
74,041
-3,251
428
$3.41M 0.07%
523,118
+40,707
429
$3.36M 0.07%
72,187
+617
430
$3.31M 0.07%
217,025
-194,121
431
$3.24M 0.07%
52,562
-2,220
432
$3.23M 0.07%
71,947
-3,571
433
$3.23M 0.07%
25,733
+241
434
$3.2M 0.07%
+48,371
435
$3.19M 0.07%
+149,012
436
$3.15M 0.07%
86,904
-3,867
437
$3.15M 0.07%
41,424
-5,978
438
$3.15M 0.07%
+160,939
439
$3.13M 0.07%
+95,709
440
$3.09M 0.07%
57,004
-42,085
441
$3.07M 0.07%
228,675
-152,028
442
$3.06M 0.07%
125,210
-5,480
443
$3.05M 0.07%
150,120
+39,140
444
$3.04M 0.07%
32,955
-11,966
445
$3.02M 0.06%
40,702
-955
446
$3M 0.06%
380,233
-7,290
447
$2.96M 0.06%
50,659
-2,138
448
$2.95M 0.06%
377,698
-6,078
449
$2.94M 0.06%
90,338
-54,523
450
$2.94M 0.06%
167,730
-98,573
16 17
18
19 20