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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.4M
3
+$12.9M
4
SMCI icon
Super Micro Computer
SMCI
+$12.7M
5
ROG icon
Rogers Corp
ROG
+$12.7M

Top Sells

1
+$32.8M
2
+$21.2M
3
+$14.9M
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$12.6M
5
CASY icon
Casey's General Stores
CASY
+$12.4M

Sector Composition

1 Financials 17.17%
2 Technology 15.32%
3 Industrials 12.08%
4 Consumer Discretionary 10.33%
5 Real Estate 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.69M 0.03%
104,585
+8,511
602
$1.67M 0.03%
32,340
+1,550
603
$1.66M 0.03%
+40,788
604
$1.66M 0.03%
9,255
+221
605
$1.65M 0.03%
84,603
-2,862
606
$1.64M 0.03%
+29,889
607
$1.64M 0.03%
85,616
-285,178
608
$1.63M 0.03%
48,657
+1,160
609
$1.63M 0.03%
199,258
-390,112
610
$1.62M 0.03%
148,405
-567
611
$1.61M 0.03%
50,813
-218
612
$1.61M 0.03%
238,700
-8,151
613
$1.6M 0.03%
106,547
-12,798
614
$1.59M 0.03%
72,511
-2,489
615
$1.58M 0.03%
48,834
+1,165
616
$1.57M 0.03%
+15,024
617
$1.57M 0.03%
+49,814
618
$1.52M 0.03%
71,375
-27,772
619
$1.51M 0.03%
50,398
-95,237
620
$1.5M 0.03%
+26,100
621
$1.49M 0.03%
163,450
-111,078
622
$1.47M 0.03%
+199,592
623
$1.47M 0.03%
+109,400
624
$1.46M 0.03%
598,700
-144,877
625
$1.46M 0.03%
67,885
+1,624
23 24
25
26 27