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
476
$1.36M 0.03%
4,895
-342
477
$1.34M 0.03%
+7,872
478
$1.34M 0.03%
30,457
+9,279
479
$1.32M 0.03%
29,610
-17,349
480
$1.28M 0.03%
194,312
+32,043
481
$1.28M 0.03%
173,853
-1,012
482
$1.28M 0.03%
68,167
-269
483
$1.26M 0.03%
90,443
-133,354
484
$1.24M 0.03%
23,830
-119,346
485
$1.24M 0.03%
18,474
-76,616
486
$1.24M 0.03%
40,869
-197,616
487
$1.23M 0.03%
+292,685
488
$1.22M 0.03%
23,307
-174,361
489
$1.19M 0.03%
55,958
-275,997
490
$1.19M 0.03%
+98,324
491
$1.17M 0.03%
117,693
-458
492
$1.15M 0.03%
210,196
-164,667
493
$1.13M 0.03%
107,971
-182,728
494
$1.13M 0.03%
245,695
-256,448
495
$1.13M 0.03%
122,959
-91,025
496
$1.11M 0.03%
25,222
-53,130
497
$1.1M 0.03%
488,295
-15,055
498
$1.1M 0.03%
36,312
499
$1.09M 0.03%
131,239
-206,400
500
$1.09M 0.03%
36,907
-44,920
18 19
20
21 22