KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$401K 0.01%
1,397
+381
602
$393K 0.01%
+7,710
603
$388K 0.01%
19,316
-438
604
$387K 0.01%
+8,967
605
$381K 0.01%
8,057
+2,991
606
$356K 0.01%
5,128
-74,150
607
$353K 0.01%
13,850
+7
608
$351K 0.01%
+6,211
609
$343K 0.01%
18,415
+40
610
$338K 0.01%
+2,276
611
$338K 0.01%
14,699
-122,554
612
$335K 0.01%
35,291
-326,263
613
$332K 0.01%
36,849
+16
614
$326K 0.01%
10,244
615
$319K 0.01%
28,080
-6,548
616
$318K 0.01%
+3,175
617
$315K 0.01%
2,111
-493
618
$315K 0.01%
44,071
+19
619
$313K 0.01%
24,920
+11
620
$311K 0.01%
+19,560
621
$309K 0.01%
+4,696
622
$309K 0.01%
1,487
623
$306K 0.01%
10,287
-160,606
624
$301K 0.01%
+2,334
625
$298K 0.01%
+16,430
23 24
25
26 27