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
$4.58B
AUM Growth
+$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$11.1M
3
+$10.3M
4
GTES icon
Gates Industrial
GTES
+$9.34M
5
SIMO icon
Silicon Motion
SIMO
+$7.87M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$11.3M
4
MODG icon
Topgolf Callaway Brands
MODG
+$11.2M
5
CIR
CIRCOR International, Inc
CIR
+$10.4M

Sector Composition

1 Industrials 20.86%
2 Financials 20.14%
3 Technology 12.6%
4 Healthcare 11.12%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$400K 0.01%
25,315
+9,897
627
$395K 0.01%
+63,224
628
$386K 0.01%
73,809
+37,323
629
$380K 0.01%
72,023
+5,467
630
$361K 0.01%
27,651
+13
631
$358K 0.01%
5,483
632
$318K 0.01%
+1,583
633
$317K 0.01%
3,207
+56
634
$317K 0.01%
295,840
-498,247
635
$313K 0.01%
19,817
-28,541
636
$303K 0.01%
1,062
637
$285K 0.01%
7,300
638
$285K 0.01%
+41,408
639
$284K 0.01%
36,234
-617
640
$282K 0.01%
45,597
641
$275K 0.01%
21,628
642
$269K 0.01%
5,104
643
$268K 0.01%
+3,082
644
$267K 0.01%
+9,046
645
$266K 0.01%
+6,991
646
$260K 0.01%
37,474
+654
647
$259K 0.01%
87,683
-138
648
$257K 0.01%
+39,503
649
$255K 0.01%
+36,386
650
$248K 0.01%
482
24 25
26
27 28