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
426
$2.15M 0.05%
170,064
-293,848
427
$2.14M 0.05%
70,927
+13,803
428
$2.12M 0.05%
+604,290
429
$2.12M 0.05%
6,652
-20,588
430
$2.11M 0.05%
+30,970
431
$2.02M 0.05%
119,117
-97,975
432
$2M 0.05%
12,136
-958
433
$1.96M 0.05%
234,104
+15,903
434
$1.95M 0.05%
81,155
-157,156
435
$1.92M 0.05%
+173,239
436
$1.92M 0.05%
7,756
-382
437
$1.89M 0.05%
15,549
-658
438
$1.89M 0.05%
314,415
+102,944
439
$1.88M 0.04%
198,564
-166,622
440
$1.86M 0.04%
+17,759
441
$1.85M 0.04%
+8,280
442
$1.84M 0.04%
62,953
-48,145
443
$1.84M 0.04%
28,847
-8,227
444
$1.78M 0.04%
13,405
-662
445
$1.78M 0.04%
47,259
+15,848
446
$1.73M 0.04%
89,948
-224,244
447
$1.73M 0.04%
+42,359
448
$1.72M 0.04%
9,925
-490
449
$1.71M 0.04%
12,307
-4,320
450
$1.7M 0.04%
181,262
-1,056
16 17
18
19 20