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
$4.46B
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.2M
3
+$12.3M
4
UNFI icon
United Natural Foods
UNFI
+$12.1M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$10.5M

Top Sells

1
+$17.1M
2
+$11.9M
3
+$11.2M
4
CVA
Covanta Holding Corporation
CVA
+$11M
5
SKY icon
Champion Homes
SKY
+$10.7M

Sector Composition

1 Financials 23%
2 Industrials 16.07%
3 Technology 12.88%
4 Consumer Discretionary 11.64%
5 Real Estate 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22M 0.49%
69,451
-1,043
27
$21.8M 0.49%
726,410
+127,416
28
$21.4M 0.48%
114,771
-2,068
29
$21.3M 0.48%
91,154
+321
30
$21.3M 0.48%
1,508,592
+27,494
31
$21.2M 0.47%
1,195,142
-17,538
32
$21.1M 0.47%
985,879
+422,740
33
$21M 0.47%
465,006
+23,656
34
$21M 0.47%
248,984
+32,845
35
$20.7M 0.46%
436,346
-15,635
36
$20.1M 0.45%
728,841
+24,457
37
$20.1M 0.45%
987,022
-44,576
38
$20M 0.45%
1,098,375
-111,878
39
$19.9M 0.45%
783,845
-35,698
40
$19.9M 0.45%
807,767
-28,460
41
$19.9M 0.45%
427,980
+107,818
42
$19.7M 0.44%
1,089,989
+153,511
43
$19.6M 0.44%
882,030
+552,062
44
$19.4M 0.44%
452,006
-22,565
45
$19.3M 0.43%
607,328
-15,018
46
$19.2M 0.43%
373,568
-1,195
47
$18.9M 0.42%
639,802
-9,016
48
$18.5M 0.42%
718,737
-212,739
49
$18.3M 0.41%
241,046
-18,814
50
$18.1M 0.41%
690,047
-12,682
1
2
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