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
$4.46B
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.2M
3
+$12.3M
4
UNFI icon
United Natural Foods
UNFI
+$12.1M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$10.5M

Top Sells

1
+$17.1M
2
+$11.9M
3
+$11.2M
4
CVA
Covanta Holding Corporation
CVA
+$11M
5
SKY icon
Champion Homes
SKY
+$10.7M

Sector Composition

1 Financials 23%
2 Industrials 16.07%
3 Technology 12.88%
4 Consumer Discretionary 11.64%
5 Real Estate 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$697K 0.02%
8,023
-117,107
552
$672K 0.02%
104,778
-275,455
553
$668K 0.02%
7,498
-107
554
$659K 0.01%
20,418
-2,037
555
$653K 0.01%
45,426
-6,634
556
$641K 0.01%
45,511
557
$640K 0.01%
26,882
558
$640K 0.01%
18,979
559
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560
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-313
561
$602K 0.01%
40,024
-4,012
562
$602K 0.01%
6,912
-118
563
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46,496
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564
$569K 0.01%
5,490
-540
565
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8,392
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566
$550K 0.01%
33,738
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567
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569
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5,904
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570
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10,381
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1,290
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572
$527K 0.01%
9,043
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573
$523K 0.01%
+101,407
574
$518K 0.01%
18,034
+224
575
$514K 0.01%
+21,377
21 22
23
24 25