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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16.1M
3
+$12.7M
4
SF icon
Stifel
SF
+$11.9M
5
AORT icon
Artivion
AORT
+$10.1M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$10M
4
TIVO
Tivo Inc
TIVO
+$9.27M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.93%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$934K 0.03%
37,802
+5,850
577
$926K 0.03%
88,431
-23,623
578
$916K 0.03%
50,901
-356
579
$908K 0.03%
7,931
+1,226
580
$902K 0.03%
97,109
-11,422
581
$899K 0.03%
+21,702
582
$880K 0.03%
133,556
-15,966
583
$861K 0.02%
+59,800
584
$856K 0.02%
173
+17
585
$850K 0.02%
62,622
+455
586
$849K 0.02%
31,406
-190,103
587
$793K 0.02%
9,986
-91,759
588
$769K 0.02%
+69,783
589
$768K 0.02%
227,813
+2,600
590
$719K 0.02%
50,787
+577
591
$690K 0.02%
+25,015
592
$685K 0.02%
195,296
-724,500
593
$677K 0.02%
120,898
-140,994
594
$672K 0.02%
102,104
+24,747
595
$649K 0.02%
54
+5
596
$600K 0.02%
+6,581
597
– –
0
598
$590K 0.02%
79,136
+33,159
599
$544K 0.02%
2,396
-44,148
600
$542K 0.02%
23,095
+11,512
22 23
24
25 26