KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.89M 0.07%
77,479
+34,039
452
$2.89M 0.07%
96,357
-1,040
453
$2.85M 0.06%
184,947
+10,310
454
$2.84M 0.06%
42,541
-1,443
455
$2.84M 0.06%
36,716
-111,023
456
$2.83M 0.06%
+157,535
457
$2.82M 0.06%
+150,000
458
$2.82M 0.06%
+105,798
459
$2.81M 0.06%
45,273
-55,468
460
$2.8M 0.06%
+109,025
461
$2.76M 0.06%
52,857
-244
462
$2.72M 0.06%
160,784
+20,980
463
$2.72M 0.06%
+441,894
464
$2.7M 0.06%
406,562
-12,599
465
$2.67M 0.06%
24,649
-24,323
466
$2.66M 0.06%
55,705
+3,172
467
$2.64M 0.06%
105,457
+67,797
468
$2.63M 0.06%
63,714
+14,621
469
$2.57M 0.06%
168,204
-815
470
$2.57M 0.06%
209,871
+1,739
471
$2.56M 0.06%
15,333
+4,824
472
$2.55M 0.06%
9,323
+4,881
473
$2.55M 0.06%
32,801
-17,926
474
$2.54M 0.06%
67,344
-61,963
475
$2.5M 0.06%
161,004
+20,879
17 18
19
20 21