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
$5.38B
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.1M
3
+$16.5M
4
EVOP
EVO Payments, Inc. Class A Common Stock
EVOP
+$14.7M
5
CADE
Cadence Bancorporation
CADE
+$14.6M

Top Sells

1
+$24.2M
2
+$18.9M
3
+$14.8M
4
FNB icon
FNB Corp
FNB
+$14.3M
5
TEX icon
Terex
TEX
+$13.5M

Sector Composition

1 Financials 20.09%
2 Industrials 15.96%
3 Technology 13.68%
4 Consumer Discretionary 11.38%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.18M 0.02%
+200,000
627
$1.18M 0.02%
420,287
-6,335
628
$1.18M 0.02%
+98,700
629
$1.16M 0.02%
170,278
-1,844
630
$1.16M 0.02%
+34,973
631
$1.16M 0.02%
+35,283
632
$1.15M 0.02%
92,502
-310,226
633
$1.1M 0.02%
40,216
-15,253
634
$1.1M 0.02%
+103,480
635
$1.08M 0.02%
+39,334
636
$1.07M 0.02%
18,810
-15,116
637
$1.06M 0.02%
120,185
-19,363
638
$1.04M 0.02%
49,676
639
$1.02M 0.02%
87,726
640
$1.01M 0.02%
393,133
-4,622
641
$996K 0.02%
22,903
-38,210
642
$993K 0.02%
+18,698
643
$985K 0.02%
20,666
-1,710
644
$959K 0.02%
11,456
-123
645
$952K 0.02%
+33,350
646
$952K 0.02%
35,941
-391
647
$932K 0.02%
18,580
-174,588
648
$931K 0.02%
+70,880
649
$895K 0.02%
+32,204
650
$888K 0.02%
6,576
-22,182
24 25
26
27 28