KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$297K 0.01%
+2,537
627
$296K 0.01%
+8,728
628
$294K 0.01%
28,312
-14,400
629
$293K 0.01%
+8,785
630
$287K 0.01%
+2,892
631
$285K 0.01%
+8,071
632
$280K 0.01%
2,870
-392
633
$279K 0.01%
+3,546
634
$273K 0.01%
+6,669
635
$272K 0.01%
+665
636
$268K 0.01%
947
-570
637
$267K 0.01%
+5,633
638
$261K 0.01%
+2,218
639
$255K 0.01%
+11,012
640
$244K 0.01%
+876
641
$240K 0.01%
+1,456
642
$235K 0.01%
+694
643
$229K 0.01%
16,698
+6,200
644
$200K ﹤0.01%
+1,159
645
$188K ﹤0.01%
15,490
-2,092
646
$147K ﹤0.01%
+10,500
647
$109K ﹤0.01%
+73,821
648
$91K ﹤0.01%
12,579
-299,504
649
$28K ﹤0.01%
1,490
650
$21K ﹤0.01%
11,032
+294
24 25
26
27 28