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
$5.38B
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.1M
3
+$16.5M
4
EVOP
EVO Payments, Inc. Class A Common Stock
EVOP
+$14.7M
5
CADE
Cadence Bancorporation
CADE
+$14.6M

Top Sells

1
+$24.2M
2
+$18.9M
3
+$14.8M
4
FNB icon
FNB Corp
FNB
+$14.3M
5
TEX icon
Terex
TEX
+$13.5M

Sector Composition

1 Financials 20.09%
2 Industrials 15.96%
3 Technology 13.68%
4 Consumer Discretionary 11.38%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.05M 0.06%
89,807
-20,138
527
$3.05M 0.06%
81,741
-29,959
528
$3.04M 0.06%
+797,312
529
$3.02M 0.06%
39,970
-74,981
530
$3.01M 0.06%
+58,311
531
$3M 0.06%
86,430
-10,641
532
$2.97M 0.06%
127,838
-2,700
533
$2.96M 0.06%
+78,845
534
$2.94M 0.05%
210,536
-550
535
$2.93M 0.05%
177,235
-2,813
536
$2.92M 0.05%
22,796
-11
537
$2.9M 0.05%
134,413
-16,212
538
$2.88M 0.05%
+86,509
539
$2.84M 0.05%
75,177
-21,958
540
$2.83M 0.05%
44,063
-25,000
541
$2.83M 0.05%
155,903
542
$2.77M 0.05%
30,699
+16,868
543
$2.75M 0.05%
663,291
+196,865
544
$2.75M 0.05%
305,854
-33,616
545
$2.74M 0.05%
178,936
546
$2.73M 0.05%
201,986
-24,557
547
$2.71M 0.05%
934,183
+1,295
548
$2.71M 0.05%
89,053
-10,106
549
$2.7M 0.05%
+100,000
550
$2.69M 0.05%
40,027
-600
20 21
22
23 24