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
$4.46B
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.2M
3
+$12.3M
4
UNFI icon
United Natural Foods
UNFI
+$12.1M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$10.5M

Top Sells

1
+$17.1M
2
+$11.9M
3
+$11.2M
4
CVA
Covanta Holding Corporation
CVA
+$11M
5
SKY icon
Champion Homes
SKY
+$10.7M

Sector Composition

1 Financials 23%
2 Industrials 16.07%
3 Technology 12.88%
4 Consumer Discretionary 11.64%
5 Real Estate 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$340K 0.01%
12,012
-206
602
$337K 0.01%
5,493
-90
603
$334K 0.01%
+33,933
604
$311K 0.01%
28,959
-57,847
605
$310K 0.01%
4,356
-249
606
$309K 0.01%
5,622
607
$289K 0.01%
21,739
608
$270K 0.01%
8,064
-265
609
$256K 0.01%
5,822
610
$254K 0.01%
11,104
-18,656
611
$246K 0.01%
7,080
-832
612
$245K 0.01%
577
-161
613
$230K 0.01%
34,780
-21,603
614
$217K ﹤0.01%
+12,644
615
$209K ﹤0.01%
3,393
616
$202K ﹤0.01%
+6,757
617
$159K ﹤0.01%
11,216
618
$104K ﹤0.01%
+10,403
619
$45K ﹤0.01%
12,707
-3,983
620
$40K ﹤0.01%
25,283
+2,980
621
$38K ﹤0.01%
+12,924
622
$34K ﹤0.01%
+15,391
623
– –
-202,020
624
– –
-6
625
– –
-2,533
23 24
25
26 27