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
$4.19B
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.6M
3
+$13.5M
4
OZK icon
Bank OZK
OZK
+$11.8M
5
ALG icon
Alamo Group
ALG
+$11.5M

Top Sells

1
+$25.9M
2
+$13.8M
3
+$13.5M
4
VRNA
Verona Pharma
VRNA
+$13.3M
5
HURN icon
Huron Consulting
HURN
+$10.9M

Sector Composition

1 Financials 20.76%
2 Healthcare 18.1%
3 Industrials 18.07%
4 Technology 12.65%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.08M 0.03%
9,951
-59
502
$1.08M 0.03%
37,914
-26,563
503
$1.07M 0.03%
21,119
-121,396
504
$1.07M 0.03%
18,468
-77,106
505
$1.06M 0.03%
68,592
-269
506
$1.06M 0.03%
295,153
+110,680
507
$1.06M 0.03%
17,448
-116,510
508
$1.05M 0.03%
65,139
-326,292
509
$1.05M 0.03%
53,458
-22,160
510
$1.05M 0.03%
+8,139
511
$1.03M 0.02%
39,021
+21,412
512
$1.03M 0.02%
17,652
-11,365
513
$1.01M 0.02%
+70,149
514
$1.01M 0.02%
220,448
-873
515
$1.01M 0.02%
41,661
-1,358
516
$1M 0.02%
172,835
-1,006
517
$988K 0.02%
46,354
-201,860
518
$985K 0.02%
16,266
+208
519
$980K 0.02%
75,895
-380,090
520
$966K 0.02%
8,529
-36,803
521
$958K 0.02%
43,488
522
$940K 0.02%
26,164
-128,712
523
$930K 0.02%
17,240
-32,455
524
$924K 0.02%
154,717
+16,126
525
$918K 0.02%
35,361
-170,170
19 20
21
22 23