KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.97M 0.04%
20,267
+9,926
502
$1.96M 0.04%
146,140
-22,994
503
$1.96M 0.04%
21,297
-7,197
504
$1.95M 0.04%
149,792
+45,533
505
$1.94M 0.04%
14,853
+12,603
506
$1.92M 0.04%
479,798
-14,874
507
$1.92M 0.04%
295,388
+65,278
508
$1.91M 0.04%
41,192
-397
509
$1.88M 0.04%
118,548
+6,461
510
$1.88M 0.04%
264,852
-8,194
511
$1.87M 0.04%
95,237
-115,360
512
$1.86M 0.04%
56,838
-43,355
513
$1.84M 0.04%
+250,290
514
$1.83M 0.04%
258,438
-68,936
515
$1.83M 0.04%
176,860
-257
516
$1.78M 0.04%
+42,500
517
$1.78M 0.04%
134,880
+1,111
518
$1.78M 0.04%
121,680
-17,444
519
$1.77M 0.04%
112,924
-330,786
520
$1.74M 0.04%
22,969
-32,032
521
$1.7M 0.04%
23,570
-340,546
522
$1.69M 0.04%
+32,096
523
$1.62M 0.04%
40,798
+5,117
524
$1.52M 0.03%
24,562
-241
525
$1.51M 0.03%
44,943
-364,149
19 20
21
22 23