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
$4.58B
AUM Growth
+$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$11.1M
3
+$10.3M
4
GTES icon
Gates Industrial
GTES
+$9.34M
5
SIMO icon
Silicon Motion
SIMO
+$7.87M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$11.3M
4
MODG icon
Topgolf Callaway Brands
MODG
+$11.2M
5
CIR
CIRCOR International, Inc
CIR
+$10.4M

Sector Composition

1 Industrials 20.86%
2 Financials 20.14%
3 Technology 12.6%
4 Healthcare 11.12%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.45M 0.03%
+75,514
527
$1.44M 0.03%
98,252
-1,717
528
$1.42M 0.03%
152,824
-840
529
$1.42M 0.03%
78,111
+3,245
530
$1.42M 0.03%
6,629
+655
531
$1.4M 0.03%
31,900
-618
532
$1.4M 0.03%
223,000
-3,604
533
$1.38M 0.03%
25,780
-451
534
$1.37M 0.03%
+94,851
535
$1.36M 0.03%
5,986
+586
536
$1.36M 0.03%
193,303
-347,910
537
$1.34M 0.03%
119,670
-2,138
538
$1.34M 0.03%
128,915
+46,568
539
$1.33M 0.03%
554,667
-84,439
540
$1.33M 0.03%
93,679
+41,834
541
$1.32M 0.03%
+179,681
542
$1.29M 0.03%
644,026
-1,015
543
$1.29M 0.03%
125,627
-2,130
544
$1.26M 0.03%
7,058
+702
545
$1.26M 0.03%
31,684
-545
546
$1.26M 0.03%
254,254
-4,296
547
$1.24M 0.03%
20,881
+1,237
548
$1.24M 0.03%
15,548
-14,143
549
$1.23M 0.03%
36,532
-632
550
$1.22M 0.03%
+287,537
20 21
22
23 24