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
$5.55B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$22.5M
3
+$21.7M
4
REVG icon
REV Group
REVG
+$16.8M
5
LIVN icon
LivaNova
LIVN
+$15.8M

Top Sells

1
+$25.3M
2
+$20.6M
3
+$19.8M
4
FOR icon
Forestar Group
FOR
+$18.2M
5
SMCI icon
Super Micro Computer
SMCI
+$17M

Sector Composition

1 Financials 19.97%
2 Industrials 16.49%
3 Technology 13.65%
4 Consumer Discretionary 12.72%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.21M 0.04%
26,780
-15,529
602
$2.2M 0.04%
395,725
-288,963
603
$2.19M 0.04%
391,401
-608,194
604
$2.19M 0.04%
140,964
+36,131
605
$2.18M 0.04%
145,079
+11,830
606
$2.17M 0.04%
923,043
+7,660
607
$2.16M 0.04%
184,840
+144,026
608
$2.15M 0.04%
54,468
-51,222
609
$2.12M 0.04%
+124,190
610
$2.11M 0.04%
126,738
+71,878
611
$2.09M 0.04%
676,466
+103,460
612
$2.04M 0.04%
48,909
+4,494
613
$2.02M 0.04%
99,583
+8,605
614
$2.02M 0.04%
77,173
+4,036
615
$2.01M 0.04%
41,987
+23,168
616
$1.99M 0.04%
68,201
+1,425
617
$1.98M 0.04%
96,536
-19,508
618
$1.98M 0.04%
572,408
-11,393
619
$1.97M 0.04%
136,591
-1,143
620
$1.95M 0.04%
+49,149
621
$1.93M 0.03%
286,944
-5,692
622
$1.91M 0.03%
143,630
+31,981
623
$1.89M 0.03%
122,235
-77,657
624
$1.89M 0.03%
17,861
-38,282
625
$1.84M 0.03%
25,659
+673
23 24
25
26 27