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
$5.38B
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.1M
3
+$16.5M
4
EVOP
EVO Payments, Inc. Class A Common Stock
EVOP
+$14.7M
5
CADE
Cadence Bancorporation
CADE
+$14.6M

Top Sells

1
+$24.2M
2
+$18.9M
3
+$14.8M
4
FNB icon
FNB Corp
FNB
+$14.3M
5
TEX icon
Terex
TEX
+$13.5M

Sector Composition

1 Financials 20.09%
2 Industrials 15.96%
3 Technology 13.68%
4 Consumer Discretionary 11.38%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$540K 0.01%
+37,131
677
$534K 0.01%
+376,279
678
$514K 0.01%
13,406
679
$508K 0.01%
17,592
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680
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681
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682
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51,678
683
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684
$457K 0.01%
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685
$424K 0.01%
249,486
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686
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21,935
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687
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688
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253,845
+71,586
689
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11,434
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$341K 0.01%
14,494
691
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+7,688
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695
$294K 0.01%
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696
$262K ﹤0.01%
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698
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1,938
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699
$239K ﹤0.01%
2,099
+138
700
$238K ﹤0.01%
13,080
26 27
28
29 30