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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16.1M
3
+$12.7M
4
SF icon
Stifel
SF
+$11.9M
5
AORT icon
Artivion
AORT
+$10.1M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$10M
4
TIVO
Tivo Inc
TIVO
+$9.27M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.93%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$538K 0.02%
13,254
+955
602
$528K 0.02%
+25,819
603
$503K 0.01%
37,811
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604
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605
$493K 0.01%
33,212
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606
$490K 0.01%
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607
$481K 0.01%
7,209
-68,751
608
$427K 0.01%
18,957
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609
$413K 0.01%
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610
$402K 0.01%
40,348
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611
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1,114
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612
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$380K 0.01%
58,324
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614
$354K 0.01%
26,540
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615
$336K 0.01%
42,398
+1,480
616
$328K 0.01%
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617
$312K 0.01%
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619
$296K 0.01%
18,155
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620
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621
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622
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623
$266K 0.01%
54,615
-33,616
624
$263K 0.01%
+13,997
625
$258K 0.01%
+7,568
23 24
25
26 27