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
$4.23B
AUM Growth
-$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.8M
3
+$8.55M
4
EYE icon
National Vision
EYE
+$7.27M
5
DINO icon
HF Sinclair
DINO
+$6.78M

Top Sells

1
+$20.9M
2
+$17.1M
3
+$15.9M
4
NXGN
NextGen Healthcare, Inc. Common Stock
NXGN
+$14.4M
5
NPTN
NEOPHOTONICS CORP
NPTN
+$13.1M

Sector Composition

1 Financials 21.77%
2 Industrials 16.03%
3 Technology 12.1%
4 Consumer Discretionary 10.63%
5 Real Estate 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.29M 0.05%
150,850
-859,215
427
$2.26M 0.05%
412,111
+229,921
428
$2.24M 0.05%
23,919
-3,752
429
$2.21M 0.05%
33,327
-49,843
430
$2.2M 0.05%
+78,917
431
$2.13M 0.05%
84,881
-176,781
432
$2.12M 0.05%
133,066
-6,788
433
$2.09M 0.05%
17,487
-4,000
434
$2.04M 0.05%
+169,622
435
$2.02M 0.05%
34,696
-5,231
436
$1.98M 0.05%
33,621
-6,187
437
$1.92M 0.05%
27,385
-4,245
438
$1.9M 0.04%
55,577
+35,472
439
$1.9M 0.04%
55,046
+43,301
440
$1.89M 0.04%
167,848
+21,636
441
$1.87M 0.04%
36,080
+21,481
442
$1.84M 0.04%
+155,523
443
$1.83M 0.04%
113,247
-1,179
444
$1.83M 0.04%
73,968
-456
445
$1.8M 0.04%
410,864
-44,349
446
$1.78M 0.04%
171,908
-26,824
447
$1.77M 0.04%
222,763
-34,661
448
$1.73M 0.04%
324,941
-3,259
449
$1.72M 0.04%
198,070
-24,967
450
$1.69M 0.04%
169,735
-475,259
16 17
18
19 20