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
476
$1.99M 0.04%
112,265
+40,318
477
$1.85M 0.04%
25,000
+2,958
478
$1.79M 0.04%
345,829
-13,173
479
$1.75M 0.04%
17,124
-572
480
$1.75M 0.04%
128,083
-13,911
481
$1.73M 0.04%
43,787
-679
482
$1.65M 0.04%
1,039,938
-153,680
483
$1.59M 0.04%
12,552
-34,579
484
$1.58M 0.04%
88,026
-9,711
485
$1.56M 0.03%
17,941
-1,074
486
$1.54M 0.03%
294,059
-32,275
487
$1.54M 0.03%
+150,424
488
$1.51M 0.03%
124,247
-12,877
489
$1.5M 0.03%
67,605
-7,402
490
$1.49M 0.03%
+78,083
491
$1.49M 0.03%
+504,382
492
$1.48M 0.03%
121,636
-14,560
493
$1.46M 0.03%
+56,692
494
$1.45M 0.03%
12,816
+10,405
495
$1.41M 0.03%
200,696
-22,176
496
$1.36M 0.03%
26,983
-2,751
497
$1.34M 0.03%
61,295
-31,433
498
$1.34M 0.03%
22,426
+7,619
499
$1.33M 0.03%
278,338
-4,004
500
$1.31M 0.03%
+76,704
18 19
20
21 22