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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.4M
3
+$12.9M
4
SMCI icon
Super Micro Computer
SMCI
+$12.7M
5
ROG icon
Rogers Corp
ROG
+$12.7M

Top Sells

1
+$32.8M
2
+$21.2M
3
+$14.9M
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$12.6M
5
CASY icon
Casey's General Stores
CASY
+$12.4M

Sector Composition

1 Financials 17.17%
2 Technology 15.32%
3 Industrials 12.08%
4 Consumer Discretionary 10.33%
5 Real Estate 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.81M 0.06%
217,429
-22,669
502
$2.81M 0.06%
80,035
-92,934
503
$2.77M 0.06%
158,720
+1,481
504
$2.76M 0.06%
89,433
-108,846
505
$2.75M 0.06%
202,971
-33,247
506
$2.73M 0.06%
76,264
-18,012
507
$2.71M 0.06%
162,171
-582
508
$2.7M 0.06%
231,601
-675,215
509
$2.69M 0.06%
30,801
+3,984
510
$2.67M 0.05%
144,291
-78,350
511
$2.62M 0.05%
+151,389
512
$2.62M 0.05%
28,047
-16,801
513
$2.62M 0.05%
78,906
+3,684
514
$2.61M 0.05%
923,629
+91,356
515
$2.61M 0.05%
251,450
-8,258
516
$2.6M 0.05%
124,990
-546
517
$2.59M 0.05%
416,021
-1,833
518
$2.58M 0.05%
126,368
-1,293
519
$2.57M 0.05%
150,015
+1,423
520
$2.57M 0.05%
+226,040
521
$2.56M 0.05%
208,310
+51,348
522
$2.55M 0.05%
+51,484
523
$2.53M 0.05%
440,701
-1,937
524
$2.53M 0.05%
308,526
+2,886
525
$2.53M 0.05%
260,725
-984
19 20
21
22 23