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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.4M
3
+$12.9M
4
SMCI icon
Super Micro Computer
SMCI
+$12.7M
5
ROG icon
Rogers Corp
ROG
+$12.7M

Top Sells

1
+$32.8M
2
+$21.2M
3
+$14.9M
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$12.6M
5
CASY icon
Casey's General Stores
CASY
+$12.4M

Sector Composition

1 Financials 17.17%
2 Technology 15.32%
3 Industrials 12.08%
4 Consumer Discretionary 10.33%
5 Real Estate 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.52M 0.05%
211,903
+1,293
527
$2.52M 0.05%
125,858
-6,162
528
$2.5M 0.05%
101,904
+2,821
529
$2.5M 0.05%
28,386
-13,236
530
$2.49M 0.05%
145,812
-21,483
531
$2.47M 0.05%
75,018
-78,128
532
$2.45M 0.05%
209,218
+109,218
533
$2.43M 0.05%
241,660
-26,484
534
$2.43M 0.05%
142,707
-4,893
535
$2.41M 0.05%
521,624
-1,936
536
$2.41M 0.05%
199,259
-741
537
$2.4M 0.05%
485,352
+355,016
538
$2.4M 0.05%
90,001
+31,815
539
$2.39M 0.05%
192,289
-3,152
540
$2.38M 0.05%
118,227
-1,911
541
$2.38M 0.05%
297,254
-1,104
542
$2.37M 0.05%
38,185
+1,804
543
$2.34M 0.05%
+58,795
544
$2.33M 0.05%
+348,701
545
$2.29M 0.05%
98,432
-64,896
546
$2.28M 0.05%
129,278
-78,603
547
$2.28M 0.05%
54,329
-4,596
548
$2.27M 0.05%
63,846
-28,635
549
$2.27M 0.05%
67,120
+494
550
$2.26M 0.05%
66,012
-243
20 21
22
23 24