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
$4.58B
AUM Growth
+$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$11.1M
3
+$10.3M
4
GTES icon
Gates Industrial
GTES
+$9.34M
5
SIMO icon
Silicon Motion
SIMO
+$7.87M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$11.3M
4
MODG icon
Topgolf Callaway Brands
MODG
+$11.2M
5
CIR
CIRCOR International, Inc
CIR
+$10.4M

Sector Composition

1 Industrials 20.86%
2 Financials 20.14%
3 Technology 12.6%
4 Healthcare 11.12%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.75M 0.04%
23,740
-11,781
502
$1.75M 0.04%
326,285
-5,062
503
$1.72M 0.04%
59,462
-1,033
504
$1.72M 0.04%
34,438
+4,607
505
$1.7M 0.04%
247,041
-3,829
506
$1.7M 0.04%
18,490
-15,580
507
$1.66M 0.04%
161,011
-2,612
508
$1.66M 0.04%
53,816
-1,473
509
$1.66M 0.04%
200,971
-3,221
510
$1.65M 0.04%
32,395
-6,641
511
$1.64M 0.04%
+63,493
512
$1.64M 0.04%
113,715
+34,197
513
$1.63M 0.04%
160,012
-329,434
514
$1.62M 0.04%
26,030
-5,902
515
$1.62M 0.04%
147,190
-2,977
516
$1.62M 0.04%
156,034
-2,641
517
$1.59M 0.03%
16,075
-1,832
518
$1.57M 0.03%
73,113
-1,227
519
$1.57M 0.03%
112,275
-1,768
520
$1.52M 0.03%
+35,854
521
$1.51M 0.03%
15,206
-1,076
522
$1.46M 0.03%
38,247
-725
523
$1.46M 0.03%
19,520
-21,070
524
$1.46M 0.03%
+44,929
525
$1.46M 0.03%
13,432
+1,302
19 20
21
22 23