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
$4.65B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16.6M
3
+$14.7M
4
CHCT
Community Healthcare Trust
CHCT
+$13.5M
5
JBTM
JBT Marel
JBTM
+$10.9M

Top Sells

1
+$22.2M
2
+$19.3M
3
+$16.2M
4
BXG
Bluegreen Vacations Corporation Common Stock
BXG
+$14.8M
5
OCSL icon
Oaktree Specialty Lending
OCSL
+$14.2M

Sector Composition

1 Financials 21.9%
2 Industrials 16.7%
3 Technology 13.18%
4 Consumer Discretionary 12.55%
5 Real Estate 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$898K 0.02%
+25,658
527
$888K 0.02%
4,296
+197
528
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8,284
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529
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530
$844K 0.02%
1,840
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531
$839K 0.02%
102,654
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$831K 0.02%
6,030
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534
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6,782
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535
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17,606
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538
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539
$786K 0.02%
22,455
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540
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29,549
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51,273
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545
$718K 0.02%
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546
$713K 0.02%
2,062
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547
$707K 0.02%
45,718
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548
$707K 0.02%
+39,915
549
$701K 0.02%
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550
$683K 0.01%
52,060
+62
20 21
22
23 24