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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.4M
3
+$12.9M
4
SMCI icon
Super Micro Computer
SMCI
+$12.7M
5
ROG icon
Rogers Corp
ROG
+$12.7M

Top Sells

1
+$32.8M
2
+$21.2M
3
+$14.9M
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$12.6M
5
CASY icon
Casey's General Stores
CASY
+$12.4M

Sector Composition

1 Financials 17.17%
2 Technology 15.32%
3 Industrials 12.08%
4 Consumer Discretionary 10.33%
5 Real Estate 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.41M 0.03%
11,532
-43
627
$1.41M 0.03%
69,492
+22,525
628
$1.4M 0.03%
51,609
-45,070
629
$1.37M 0.03%
62,844
+16,227
630
$1.36M 0.03%
100,233
+53,233
631
$1.31M 0.03%
40,507
-152
632
$1.3M 0.03%
126,461
-32,130
633
$1.3M 0.03%
386,116
-12,597
634
$1.28M 0.03%
62,808
+1,491
635
$1.27M 0.03%
229,160
-840
636
$1.23M 0.03%
204,411
-105,412
637
$1.22M 0.02%
184,315
-685
638
$1.2M 0.02%
552,975
-18,992
639
$1.2M 0.02%
122,228
-446
640
$1.2M 0.02%
+215,398
641
$1.18M 0.02%
+50,308
642
$1.17M 0.02%
63,972
-6,244
643
$1.17M 0.02%
116,936
-58,783
644
$1.13M 0.02%
116,344
-15,474
645
$1.13M 0.02%
+104,613
646
$1.11M 0.02%
335,047
-809,048
647
$1.1M 0.02%
68,306
-106,487
648
$1.08M 0.02%
72,485
-49,370
649
$1.07M 0.02%
91,894
-309,590
650
$1.07M 0.02%
169,048
-637
24 25
26
27 28