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
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$10.7M
4
NUVA
NuVasive, Inc.
NUVA
+$9.53M
5
BBDC icon
Barings BDC
BBDC
+$9.19M

Top Sells

1
+$24.5M
2
+$15.9M
3
+$13.7M
4
CUZ icon
Cousins Properties
CUZ
+$12.2M
5
REGI
Renewable Energy Group, Inc.
REGI
+$12.2M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 15.03%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$402K 0.01%
+12,635
602
$401K 0.01%
1,397
+381
603
$393K 0.01%
+7,710
604
$388K 0.01%
19,316
-438
605
$387K 0.01%
+8,967
606
$381K 0.01%
8,057
+2,991
607
$356K 0.01%
5,128
-74,150
608
$353K 0.01%
13,850
+7
609
$351K 0.01%
+6,211
610
$343K 0.01%
18,415
+40
611
$338K 0.01%
+2,276
612
$338K 0.01%
14,699
-122,554
613
$335K 0.01%
35,291
-326,263
614
$332K 0.01%
36,849
+16
615
$326K 0.01%
10,244
616
$319K 0.01%
28,080
-6,548
617
$318K 0.01%
+3,175
618
$315K 0.01%
2,111
-493
619
$315K 0.01%
44,071
+19
620
$313K 0.01%
24,920
+11
621
$311K 0.01%
+19,560
622
$309K 0.01%
+4,696
623
$309K 0.01%
1,487
624
$306K 0.01%
10,287
-160,606
625
$301K 0.01%
+2,334
23 24
25
26 27