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
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$10.7M
4
NUVA
NuVasive, Inc.
NUVA
+$9.53M
5
BBDC icon
Barings BDC
BBDC
+$9.19M

Top Sells

1
+$24.5M
2
+$15.9M
3
+$13.7M
4
CUZ icon
Cousins Properties
CUZ
+$12.2M
5
REGI
Renewable Energy Group, Inc.
REGI
+$12.2M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 15.03%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.03M 0.05%
57,822
+29,927
502
$1.97M 0.04%
20,267
+9,926
503
$1.96M 0.04%
146,140
-22,994
504
$1.96M 0.04%
21,297
-7,197
505
$1.95M 0.04%
149,792
+45,533
506
$1.94M 0.04%
14,853
+12,603
507
$1.92M 0.04%
479,798
-14,874
508
$1.92M 0.04%
295,388
+65,278
509
$1.91M 0.04%
41,192
-397
510
$1.88M 0.04%
118,548
+6,461
511
$1.88M 0.04%
264,852
-8,194
512
$1.87M 0.04%
95,237
-115,360
513
$1.86M 0.04%
56,838
-43,355
514
$1.84M 0.04%
+250,290
515
$1.83M 0.04%
258,438
-68,936
516
$1.83M 0.04%
176,860
-257
517
$1.78M 0.04%
+42,500
518
$1.78M 0.04%
134,880
+1,111
519
$1.78M 0.04%
121,680
-17,444
520
$1.77M 0.04%
112,924
-330,786
521
$1.74M 0.04%
22,969
-32,032
522
$1.7M 0.04%
23,570
-340,546
523
$1.69M 0.04%
+32,096
524
$1.62M 0.04%
40,798
+5,117
525
$1.52M 0.03%
24,562
-241
19 20
21
22 23