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
576
$503K 0.01%
4,483
-74
577
$498K 0.01%
11,949
-197
578
$489K 0.01%
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579
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580
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581
$466K 0.01%
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582
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-483
583
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584
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585
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586
$444K 0.01%
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587
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3,988
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588
$424K 0.01%
11,957
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589
$420K 0.01%
2,371
590
$420K 0.01%
17,859
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591
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309,976
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592
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593
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594
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57,799
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595
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+10,000
596
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4,029
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597
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2,159
598
$361K 0.01%
5,458
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599
$356K 0.01%
2,652
-55
600
$348K 0.01%
29,969
-1,728
22 23
24
25 26