KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$855K 0.02%
19,503
+5,020
552
$841K 0.02%
3,699
+244
553
$826K 0.02%
19,436
-4,521
554
$822K 0.02%
13,977
+4,183
555
$810K 0.02%
72,797
-672
556
$803K 0.02%
21,527
-7,670
557
$794K 0.02%
108,155
-18,253
558
$770K 0.02%
68,484
-33,043
559
$765K 0.02%
113,726
-83,841
560
$755K 0.02%
34,963
+12,958
561
$753K 0.02%
+7,632
562
$742K 0.02%
7,429
+960
563
$718K 0.02%
50,342
-11,709
564
$709K 0.02%
+56,283
565
$702K 0.02%
96,302
-2,708
566
$686K 0.02%
5,894
-1,370
567
$655K 0.01%
37,418
-1,462
568
$647K 0.01%
12,247
-278
569
$644K 0.01%
12,594
-77,350
570
$643K 0.01%
1,472
+357
571
$641K 0.01%
9,834
-2,287
572
$636K 0.01%
23,885
-5,558
573
$616K 0.01%
+113,640
574
$598K 0.01%
+42,582
575
$591K 0.01%
19,130
+29
21 22
23
24 25