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
$5.38B
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.1M
3
+$16.5M
4
EVOP
EVO Payments, Inc. Class A Common Stock
EVOP
+$14.7M
5
CADE
Cadence Bancorporation
CADE
+$14.6M

Top Sells

1
+$24.2M
2
+$18.9M
3
+$14.8M
4
FNB icon
FNB Corp
FNB
+$14.3M
5
TEX icon
Terex
TEX
+$13.5M

Sector Composition

1 Financials 20.09%
2 Industrials 15.96%
3 Technology 13.68%
4 Consumer Discretionary 11.38%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.41M 0.06%
244,566
+1,994
502
$3.39M 0.06%
351,956
+42,564
503
$3.36M 0.06%
121,601
-152,993
504
$3.35M 0.06%
146,078
505
$3.33M 0.06%
+46,709
506
$3.33M 0.06%
168,715
+23,186
507
$3.31M 0.06%
179,577
-2,561
508
$3.29M 0.06%
132,414
-2,141
509
$3.27M 0.06%
273,467
-23,096
510
$3.27M 0.06%
133,552
-99,280
511
$3.25M 0.06%
260,376
-3,765
512
$3.24M 0.06%
97,825
-91,242
513
$3.23M 0.06%
659,930
+3,833
514
$3.21M 0.06%
+188,660
515
$3.2M 0.06%
+21,695
516
$3.19M 0.06%
230,396
-34,800
517
$3.18M 0.06%
3,473
+118
518
$3.12M 0.06%
68,202
-124,073
519
$3.1M 0.06%
+124,588
520
$3.1M 0.06%
172,039
-1,865
521
$3.1M 0.06%
99,663
-150,925
522
$3.09M 0.06%
116,737
-971
523
$3.08M 0.06%
67,976
-636
524
$3.06M 0.06%
+17,943
525
$3.06M 0.06%
74,298
+24,264
19 20
21
22 23