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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16.1M
3
+$12.7M
4
SF icon
Stifel
SF
+$11.9M
5
AORT icon
Artivion
AORT
+$10.1M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$10M
4
TIVO
Tivo Inc
TIVO
+$9.27M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.93%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$258K 0.01%
+932
627
$254K 0.01%
36,833
+107
628
$245K 0.01%
20,254
+2,992
629
$239K 0.01%
+2,750
630
$231K 0.01%
+1,156
631
$225K 0.01%
+1,337
632
$224K 0.01%
+8,067
633
$214K 0.01%
+5,056
634
$213K 0.01%
+10,244
635
$208K 0.01%
+1,487
636
$206K 0.01%
+1,015
637
$203K 0.01%
+2,401
638
$200K 0.01%
+76
639
$180K 0.01%
18,024
-168
640
$157K ﹤0.01%
10,772
641
$16K ﹤0.01%
+1,490
642
– –
-152,544
643
– –
-331,325
644
– –
-278,437
645
– –
-237,613
646
– –
-49,527
647
– –
-234,773
648
– –
-75,755
649
– –
-145,446
650
– –
-41,222
24 25
26
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