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
$4.58B
AUM Growth
+$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$11.1M
3
+$10.3M
4
GTES icon
Gates Industrial
GTES
+$9.34M
5
SIMO icon
Silicon Motion
SIMO
+$7.87M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$11.3M
4
MODG icon
Topgolf Callaway Brands
MODG
+$11.2M
5
CIR
CIRCOR International, Inc
CIR
+$10.4M

Sector Composition

1 Industrials 20.86%
2 Financials 20.14%
3 Technology 12.6%
4 Healthcare 11.12%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.62M 0.06%
606,097
+11,235
427
$2.58M 0.06%
46,212
-97,869
428
$2.58M 0.06%
99,650
-39,682
429
$2.54M 0.06%
92,960
-1,432
430
$2.53M 0.06%
382,214
-5,409
431
$2.5M 0.05%
+44,597
432
$2.5M 0.05%
150,511
-1,674
433
$2.49M 0.05%
79,358
-2,757
434
$2.49M 0.05%
125,305
+20,821
435
$2.48M 0.05%
+31,736
436
$2.48M 0.05%
47,704
-9,767
437
$2.47M 0.05%
22,637
+10,064
438
$2.47M 0.05%
444,378
+50,301
439
$2.47M 0.05%
62,172
-25,222
440
$2.42M 0.05%
33,853
-1,846
441
$2.41M 0.05%
534,175
-256,872
442
$2.4M 0.05%
+1,135,195
443
$2.38M 0.05%
299,246
-791
444
$2.35M 0.05%
43,961
-9,075
445
$2.35M 0.05%
406,730
-181,823
446
$2.35M 0.05%
157,335
+7,542
447
$2.34M 0.05%
+399,370
448
$2.33M 0.05%
284,651
-2,767
449
$2.32M 0.05%
91,753
+74,679
450
$2.32M 0.05%
23,275
-14,986
16 17
18
19 20