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
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$10.7M
4
NUVA
NuVasive, Inc.
NUVA
+$9.53M
5
BBDC icon
Barings BDC
BBDC
+$9.19M

Top Sells

1
+$24.5M
2
+$15.9M
3
+$13.7M
4
CUZ icon
Cousins Properties
CUZ
+$12.2M
5
REGI
Renewable Energy Group, Inc.
REGI
+$12.2M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 15.03%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.8M 0.47%
305,219
-41,104
27
$20.7M 0.47%
287,344
+60,975
28
$20M 0.45%
198,603
-893
29
$19.9M 0.45%
311,502
-4,807
30
$19.9M 0.45%
442,506
+39,046
31
$19.3M 0.44%
2,251,628
+219,466
32
$19.2M 0.43%
904,851
+65,569
33
$19.1M 0.43%
264,671
-26,139
34
$18.8M 0.43%
1,093,753
-91,651
35
$18.4M 0.42%
104,966
+30,689
36
$18.1M 0.41%
447,839
+46,102
37
$17.9M 0.4%
1,691,005
-166,342
38
$17.7M 0.4%
1,269,661
+569,121
39
$17.5M 0.4%
742,397
-128,250
40
$17.5M 0.4%
337,991
+108,011
41
$17.4M 0.39%
281,478
-7,697
42
$17.3M 0.39%
282,072
-6,131
43
$17.3M 0.39%
453,173
+97,303
44
$17M 0.38%
316,937
-12,962
45
$17M 0.38%
1,243,014
+101,070
46
$16.8M 0.38%
537,700
-19,289
47
$16.8M 0.38%
544,207
-20,954
48
$16.8M 0.38%
91,734
+9,119
49
$16.8M 0.38%
417,039
+180,900
50
$16.8M 0.38%
454,587
-14,260
1
2
3 4 5