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
551
$1.22M 0.03%
22,341
-8,151
552
$1.22M 0.03%
184,017
-3,225
553
$1.22M 0.03%
63,996
-53
554
$1.21M 0.03%
+105,898
555
$1.2M 0.03%
+52,669
556
$1.2M 0.03%
9,985
-27,332
557
$1.19M 0.03%
+14,201
558
$1.19M 0.03%
114,553
-1,806
559
$1.17M 0.03%
55,319
-53,441
560
$1.15M 0.03%
14,475
+1,254
561
$1.12M 0.02%
45,891
+6,947
562
$1.11M 0.02%
+56,996
563
$1.1M 0.02%
30,005
-6,735
564
$1.07M 0.02%
41,025
-3,847
565
$1.06M 0.02%
13,347
+1,255
566
$1.06M 0.02%
24,279
-38
567
$1.05M 0.02%
+25,876
568
$1.05M 0.02%
23,976
-353
569
$1.03M 0.02%
+42,436
570
$1M 0.02%
33,212
+18,169
571
$989K 0.02%
42,256
-6,632
572
$977K 0.02%
44,605
-70
573
$968K 0.02%
387,241
-5,602
574
$963K 0.02%
71,469
-1,092
575
$961K 0.02%
11,935
+966
21 22
23
24 25