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
$5.55B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$22.5M
3
+$21.7M
4
REVG icon
REV Group
REVG
+$16.8M
5
LIVN icon
LivaNova
LIVN
+$15.8M

Top Sells

1
+$25.3M
2
+$20.6M
3
+$19.8M
4
FOR icon
Forestar Group
FOR
+$18.2M
5
SMCI icon
Super Micro Computer
SMCI
+$17M

Sector Composition

1 Financials 19.97%
2 Industrials 16.49%
3 Technology 13.65%
4 Consumer Discretionary 12.72%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.82M 0.07%
+394,902
502
$3.8M 0.07%
276,030
-37,264
503
$3.78M 0.07%
84,061
-7,900
504
$3.76M 0.07%
95,888
-1,888
505
$3.76M 0.07%
176,763
-3,485
506
$3.75M 0.07%
152,600
-2,935
507
$3.75M 0.07%
58,032
-62,122
508
$3.74M 0.07%
416,909
-8,300
509
$3.73M 0.07%
149,674
-2,960
510
$3.73M 0.07%
+142,500
511
$3.73M 0.07%
91,433
-31,971
512
$3.72M 0.07%
81,108
+4,234
513
$3.72M 0.07%
+187,202
514
$3.71M 0.07%
121,257
-52,905
515
$3.69M 0.07%
117,710
-12,195
516
$3.69M 0.07%
+98,133
517
$3.68M 0.07%
+111,506
518
$3.67M 0.07%
+343,637
519
$3.67M 0.07%
327,922
+40,602
520
$3.65M 0.07%
173,574
+76,616
521
$3.58M 0.06%
+139,599
522
$3.58M 0.06%
14,464
-531
523
$3.57M 0.06%
+28,791
524
$3.56M 0.06%
26,075
-513
525
$3.55M 0.06%
+137,106
19 20
21
22 23