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
$5.55B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$22.5M
3
+$21.7M
4
REVG icon
REV Group
REVG
+$16.8M
5
LIVN icon
LivaNova
LIVN
+$15.8M

Top Sells

1
+$25.3M
2
+$20.6M
3
+$19.8M
4
FOR icon
Forestar Group
FOR
+$18.2M
5
SMCI icon
Super Micro Computer
SMCI
+$17M

Sector Composition

1 Financials 19.97%
2 Industrials 16.49%
3 Technology 13.65%
4 Consumer Discretionary 12.72%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.22M 0.02%
43,099
-27,910
652
$1.21M 0.02%
52,018
+4,502
653
$1.18M 0.02%
36,484
+3,179
654
$1.18M 0.02%
127,712
+10,796
655
$1.16M 0.02%
+51,779
656
$1.14M 0.02%
37,418
+3,063
657
$1.12M 0.02%
+239,605
658
$1.11M 0.02%
+49,400
659
$1.11M 0.02%
24,710
+2,381
660
$1.11M 0.02%
62,890
-19,496
661
$1.1M 0.02%
45,519
+3,823
662
$1.07M 0.02%
+34,602
663
$1.03M 0.02%
+15,271
664
$1.03M 0.02%
118,732
+10,316
665
$1.01M 0.02%
+69,733
666
$1M 0.02%
11,794
-3,079
667
$991K 0.02%
29,161
+5,080
668
$963K 0.02%
+105,414
669
$957K 0.02%
37,400
-316,691
670
$926K 0.02%
+56,169
671
$892K 0.02%
+1,667
672
$885K 0.02%
+45,632
673
$877K 0.02%
303,539
+40,926
674
$875K 0.02%
+37,982
675
$867K 0.02%
+28,599
25 26
27
28 29