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
526
$1.51M 0.03%
44,943
-364,149
527
$1.51M 0.03%
946,986
-3,241
528
$1.47M 0.03%
+108,792
529
$1.37M 0.03%
38,425
-1,191
530
$1.35M 0.03%
48,222
-1,492
531
$1.33M 0.03%
30,127
-1,391
532
$1.33M 0.03%
186,543
+70,506
533
$1.31M 0.03%
193,988
+33
534
$1.31M 0.03%
38,418
-3,478
535
$1.29M 0.03%
121,183
+67,065
536
$1.29M 0.03%
50,566
+386
537
$1.27M 0.03%
32,704
-182
538
$1.25M 0.03%
47,859
+338
539
$1.18M 0.03%
39,473
-33,223
540
$1.17M 0.03%
87,237
-2,426
541
$1.16M 0.03%
179,242
-1,072,216
542
$1.1M 0.02%
+287,449
543
$1.1M 0.02%
13,502
-8,432
544
$1.07M 0.02%
+97,001
545
$1.03M 0.02%
+144,623
546
$1.01M 0.02%
+61,052
547
$965K 0.02%
144,851
-4,080
548
$963K 0.02%
22,300
-5,186
549
$915K 0.02%
11,042
-2,568
550
$913K 0.02%
8,176
-26,230
20 21
22
23 24