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
676
$867K 0.02%
+24,516
677
$860K 0.02%
38,992
+3,380
678
$854K 0.02%
+50,256
679
$825K 0.01%
36,669
+26,114
680
$803K 0.01%
4,656
+97
681
$788K 0.01%
+55,361
682
$778K 0.01%
111,092
-103,534
683
$761K 0.01%
555,553
-11,038
684
$752K 0.01%
+21,894
685
$743K 0.01%
55,840
+3,622
686
$740K 0.01%
52,827
+4,466
687
$719K 0.01%
+76,931
688
$713K 0.01%
38,517
+7,662
689
$707K 0.01%
117,632
-184,761
690
$680K 0.01%
+132,752
691
$654K 0.01%
+19,278
692
$650K 0.01%
+25,000
693
$644K 0.01%
+33,030
694
$644K 0.01%
5,783
-366
695
$620K 0.01%
198,718
+47,471
696
$605K 0.01%
+43,700
697
$596K 0.01%
17,026
+1,464
698
$594K 0.01%
244,490
-24,896
699
$593K 0.01%
7,348
-17,479
700
$576K 0.01%
68,968
-950
26 27
28
29 30