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
451
$2.31M 0.05%
113,266
-1,795
452
$2.31M 0.05%
30,781
-540
453
$2.3M 0.05%
175,994
-277
454
$2.29M 0.05%
19,736
-1,174
455
$2.28M 0.05%
207,930
-234
456
$2.27M 0.05%
62,055
-4,435
457
$2.25M 0.05%
+80,154
458
$2.24M 0.05%
164,749
+39,741
459
$2.23M 0.05%
19,034
+1,898
460
$2.22M 0.05%
341,888
-16,856
461
$2.22M 0.05%
82,316
+2,175
462
$2.21M 0.05%
7,796
+933
463
$2.19M 0.05%
95,290
-1,534
464
$2.13M 0.05%
+35,335
465
$2.13M 0.05%
95,356
-96,000
466
$2.13M 0.05%
221,294
-3,778
467
$2.12M 0.05%
57,631
-48,042
468
$2.1M 0.05%
11,100
+1,107
469
$2.08M 0.05%
252,764
-3,761
470
$2.08M 0.05%
740,901
-9,391
471
$2.07M 0.05%
25,023
+9,712
472
$2.05M 0.04%
158,837
+93,940
473
$2.04M 0.04%
299,202
-5,055
474
$2.04M 0.04%
4,892
-82
475
$2.04M 0.04%
1,884,925
-27,975
17 18
19
20 21