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
576
$587K 0.01%
10,863
-247
577
$585K 0.01%
23,557
-5,486
578
$564K 0.01%
3,820
-87
579
$562K 0.01%
31,577
-469,087
580
$547K 0.01%
58,350
+26
581
$541K 0.01%
+75,000
582
$531K 0.01%
+135,388
583
$512K 0.01%
+25,884
584
$509K 0.01%
11,170
+1,625
585
$507K 0.01%
6,219
-142
586
$503K 0.01%
3,631
-6,894
587
$480K 0.01%
7,561
+2,807
588
$458K 0.01%
3,456
+704
589
$458K 0.01%
+3,824
590
$456K 0.01%
10,718
-2,489
591
$450K 0.01%
10,437
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592
$443K 0.01%
6,693
-112,557
593
$435K 0.01%
1,167
+243
594
$427K 0.01%
+18,958
595
$416K 0.01%
2,132
+791
596
$416K 0.01%
18,359
-19,624
597
$414K 0.01%
26,731
+34
598
$410K 0.01%
21,033
-813,266
599
$408K 0.01%
10,038
-2,334
600
$402K 0.01%
+12,635
22 23
24
25 26