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
551
$908K 0.02%
+194,388
552
$855K 0.02%
19,503
+5,020
553
$841K 0.02%
3,699
+244
554
$826K 0.02%
19,436
-4,521
555
$822K 0.02%
13,977
+4,183
556
$810K 0.02%
72,797
-672
557
$803K 0.02%
21,527
-7,670
558
$794K 0.02%
108,155
-18,253
559
$770K 0.02%
68,484
-33,043
560
$765K 0.02%
113,726
-83,841
561
$755K 0.02%
34,963
+12,958
562
$753K 0.02%
+7,632
563
$742K 0.02%
7,429
+960
564
$718K 0.02%
50,342
-11,709
565
$709K 0.02%
+56,283
566
$702K 0.02%
96,302
-2,708
567
$686K 0.02%
5,894
-1,370
568
$655K 0.01%
37,418
-1,462
569
$647K 0.01%
12,247
-278
570
$644K 0.01%
12,594
-77,350
571
$643K 0.01%
1,472
+357
572
$641K 0.01%
9,834
-2,287
573
$636K 0.01%
23,885
-5,558
574
$616K 0.01%
+113,640
575
$598K 0.01%
+42,582
21 22
23
24 25