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
26
$22.7M 0.54%
151,672
+59,849
27
$22.7M 0.54%
708,773
+96,167
28
$22.1M 0.53%
72,593
+31,649
29
$22M 0.53%
918,527
+568,365
30
$21.4M 0.51%
137,632
+74,002
31
$21.2M 0.51%
253,971
+73,583
32
$21.1M 0.5%
1,486,855
+8,296
33
$21.1M 0.5%
608,161
+222,038
34
$21.1M 0.5%
36,541
-3,435
35
$20.8M 0.5%
928,794
+57,615
36
$20.8M 0.5%
99,154
-8,984
37
$20.6M 0.49%
681,186
+136,231
38
$20.6M 0.49%
877,830
+392,109
39
$20.4M 0.49%
632,128
-120,452
40
$19.9M 0.47%
216,960
+86,922
41
$19.6M 0.47%
67,902
+14,183
42
$19.5M 0.46%
247,378
+63,273
43
$19.3M 0.46%
92,119
+30,031
44
$19.2M 0.46%
286,776
+100,501
45
$18.8M 0.45%
200,157
+99,648
46
$18.7M 0.45%
105,011
+41,078
47
$18.3M 0.44%
92,922
+26,770
48
$18.3M 0.44%
407,527
+92,069
49
$18.2M 0.43%
191,984
-73,778
50
$18M 0.43%
173,602
+29,581
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