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
$5.38B
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.1M
3
+$16.5M
4
EVOP
EVO Payments, Inc. Class A Common Stock
EVOP
+$14.7M
5
CADE
Cadence Bancorporation
CADE
+$14.6M

Top Sells

1
+$24.2M
2
+$18.9M
3
+$14.8M
4
FNB icon
FNB Corp
FNB
+$14.3M
5
TEX icon
Terex
TEX
+$13.5M

Sector Composition

1 Financials 20.09%
2 Industrials 15.96%
3 Technology 13.68%
4 Consumer Discretionary 11.38%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.51M 0.03%
32,399
-15,770
602
$1.5M 0.03%
914,595
603
$1.5M 0.03%
74,941
-315
604
$1.48M 0.03%
55,155
605
$1.48M 0.03%
50,694
-111,480
606
$1.48M 0.03%
147,718
-1,599
607
$1.47M 0.03%
50,732
608
$1.47M 0.03%
32,984
+16,341
609
$1.47M 0.03%
+99,665
610
$1.47M 0.03%
151,628
+32,810
611
$1.46M 0.03%
+99,012
612
$1.44M 0.03%
143
+7
613
$1.43M 0.03%
644,122
+8,414
614
$1.42M 0.03%
193,187
-2,092
615
$1.42M 0.03%
98,468
-1,058
616
$1.41M 0.03%
39,812
+19,945
617
$1.38M 0.03%
18,095
-8,567
618
$1.35M 0.03%
+69,765
619
$1.35M 0.03%
361,914
-1,253
620
$1.34M 0.03%
74,665
-263,174
621
$1.34M 0.03%
84,217
-2,651
622
$1.29M 0.02%
+99,545
623
$1.28M 0.02%
+426,364
624
$1.25M 0.02%
43,287
-62,427
625
$1.19M 0.02%
63,446
-4,225
23 24
25
26 27