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
451
$1.69M 0.04%
874,726
-217,108
452
$1.68M 0.04%
63,023
-372
453
$1.67M 0.04%
380,386
+35,309
454
$1.62M 0.04%
136,319
-3,634
455
$1.61M 0.04%
91,341
-103,784
456
$1.6M 0.04%
212,136
-356,761
457
$1.6M 0.04%
164,506
-24,888
458
$1.58M 0.04%
25,499
-1,260
459
$1.58M 0.04%
46,074
-162,454
460
$1.56M 0.04%
284,900
+93,810
461
$1.56M 0.04%
30,879
-116,720
462
$1.52M 0.04%
60,929
-540,347
463
$1.48M 0.04%
16,295
+2,475
464
$1.46M 0.04%
29,078
-1,167
465
$1.46M 0.04%
419,337
-1,372
466
$1.46M 0.04%
75,358
-321,795
467
$1.46M 0.03%
120,606
+40,453
468
$1.46M 0.03%
153,487
+9,237
469
$1.45M 0.03%
41,477
-128,778
470
$1.43M 0.03%
12,845
-2,995
471
$1.42M 0.03%
98,989
+34,715
472
$1.41M 0.03%
225,191
-279
473
$1.39M 0.03%
38,573
-176,971
474
$1.38M 0.03%
+13,668
475
$1.37M 0.03%
105,275
-412
17 18
19
20 21