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
$5.38B
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.1M
3
+$16.5M
4
EVOP
EVO Payments, Inc. Class A Common Stock
EVOP
+$14.7M
5
CADE
Cadence Bancorporation
CADE
+$14.6M

Top Sells

1
+$24.2M
2
+$18.9M
3
+$14.8M
4
FNB icon
FNB Corp
FNB
+$14.3M
5
TEX icon
Terex
TEX
+$13.5M

Sector Composition

1 Financials 20.09%
2 Industrials 15.96%
3 Technology 13.68%
4 Consumer Discretionary 11.38%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.24M 0.08%
227,115
-263,288
452
$4.23M 0.08%
+99,670
453
$4.21M 0.08%
+348,363
454
$4.21M 0.08%
136,770
-2,215
455
$4.21M 0.08%
+1,070,364
456
$4.18M 0.08%
114,170
-9,255
457
$4.17M 0.08%
353,289
+8,811
458
$4.15M 0.08%
133,234
-16,098
459
$4.11M 0.08%
29,102
+809
460
$4.07M 0.08%
38,772
-580
461
$4.07M 0.08%
196,028
-2,125
462
$4.05M 0.08%
+467,882
463
$4.02M 0.07%
+192,824
464
$3.99M 0.07%
236,962
-33,721
465
$3.99M 0.07%
+236,532
466
$3.98M 0.07%
220,455
-2,408
467
$3.97M 0.07%
+167,321
468
$3.95M 0.07%
123,137
-1,335
469
$3.94M 0.07%
98,790
-337,022
470
$3.94M 0.07%
1,042,645
-11,226
471
$3.93M 0.07%
111,360
-38,006
472
$3.92M 0.07%
61,081
-6,851
473
$3.91M 0.07%
88,002
-9,649
474
$3.89M 0.07%
+183,488
475
$3.87M 0.07%
35,208
-96,233
17 18
19
20 21