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
$4.58B
AUM Growth
+$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$11.1M
3
+$10.3M
4
GTES icon
Gates Industrial
GTES
+$9.34M
5
SIMO icon
Silicon Motion
SIMO
+$7.87M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$11.3M
4
MODG icon
Topgolf Callaway Brands
MODG
+$11.2M
5
CIR
CIRCOR International, Inc
CIR
+$10.4M

Sector Composition

1 Industrials 20.86%
2 Financials 20.14%
3 Technology 12.6%
4 Healthcare 11.12%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.03M 0.04%
18,216
-8,466
477
$2.02M 0.04%
66,884
-1,122
478
$2M 0.04%
49,998
-1,969
479
$1.99M 0.04%
114,906
-1,962
480
$1.98M 0.04%
196,456
-2,234
481
$1.96M 0.04%
27,367
-2,450
482
$1.96M 0.04%
22,584
-23,937
483
$1.95M 0.04%
+18,812
484
$1.94M 0.04%
84,796
+2,537
485
$1.93M 0.04%
19,666
-24,110
486
$1.92M 0.04%
+5,917
487
$1.92M 0.04%
94,440
-49,916
488
$1.9M 0.04%
41,703
-655
489
$1.89M 0.04%
+101,688
490
$1.88M 0.04%
320,316
+53,782
491
$1.88M 0.04%
49,922
-78
492
$1.86M 0.04%
63,363
+6,256
493
$1.85M 0.04%
15,460
-3,185
494
$1.85M 0.04%
41,159
-2,969
495
$1.85M 0.04%
165,207
-260
496
$1.82M 0.04%
35,111
-27,443
497
$1.79M 0.04%
60,557
-59,749
498
$1.79M 0.04%
+10,961
499
$1.78M 0.04%
50,144
-79
500
$1.78M 0.04%
110,181
-1,017
18 19
20
21 22