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
$4.23B
AUM Growth
-$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.8M
3
+$8.55M
4
EYE icon
National Vision
EYE
+$7.27M
5
DINO icon
HF Sinclair
DINO
+$6.78M

Top Sells

1
+$20.9M
2
+$17.1M
3
+$15.9M
4
NXGN
NextGen Healthcare, Inc. Common Stock
NXGN
+$14.4M
5
NPTN
NEOPHOTONICS CORP
NPTN
+$13.1M

Sector Composition

1 Financials 21.77%
2 Industrials 16.03%
3 Technology 12.1%
4 Consumer Discretionary 10.63%
5 Real Estate 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$524K 0.01%
+5,084
552
$519K 0.01%
18,296
553
$496K 0.01%
32,673
-3,221
554
$486K 0.01%
7,768
-796
555
$473K 0.01%
14,993
-3,704
556
$470K 0.01%
4,241
-30,904
557
$464K 0.01%
101,575
-11,930
558
$454K 0.01%
59,935
-119,041
559
$446K 0.01%
1,713
+463
560
$422K 0.01%
11,008
-1,144
561
$419K 0.01%
168,902
-1,545
562
$395K 0.01%
2,371
563
$382K 0.01%
42,790
+11,597
564
$380K 0.01%
5,622
565
$380K 0.01%
5,458
566
$366K 0.01%
12,686
-226,594
567
$365K 0.01%
9,848
+2,315
568
$355K 0.01%
1,773
-386
569
$340K 0.01%
15,031
-1,540
570
$336K 0.01%
4,804
+1,007
571
$336K 0.01%
+121,789
572
$314K 0.01%
25,227
-2,583
573
$308K 0.01%
22,213
+474
574
$305K 0.01%
6,989
-1,078
575
$270K 0.01%
1,664
21 22
23
24 25