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
626
$298K 0.01%
+16,430
627
$297K 0.01%
+2,537
628
$296K 0.01%
+8,728
629
$294K 0.01%
28,312
-14,400
630
$293K 0.01%
+8,785
631
$287K 0.01%
+2,892
632
$285K 0.01%
+8,071
633
$280K 0.01%
2,870
-392
634
$279K 0.01%
+3,546
635
$273K 0.01%
+6,669
636
$272K 0.01%
+665
637
$268K 0.01%
947
-570
638
$267K 0.01%
+5,633
639
$261K 0.01%
+2,218
640
$255K 0.01%
+11,012
641
$244K 0.01%
+876
642
$240K 0.01%
+1,456
643
$235K 0.01%
+694
644
$229K 0.01%
16,698
+6,200
645
$200K ﹤0.01%
+1,159
646
$188K ﹤0.01%
15,490
-2,092
647
$147K ﹤0.01%
+10,500
648
$109K ﹤0.01%
+73,821
649
$91K ﹤0.01%
12,579
-299,504
650
$28K ﹤0.01%
1,490
24 25
26
27 28