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
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$10.7M
4
NUVA
NuVasive, Inc.
NUVA
+$9.53M
5
BBDC icon
Barings BDC
BBDC
+$9.19M

Top Sells

1
+$24.5M
2
+$15.9M
3
+$13.7M
4
CUZ icon
Cousins Properties
CUZ
+$12.2M
5
REGI
Renewable Energy Group, Inc.
REGI
+$12.2M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 15.03%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-6,250
677
– –
-234,359
678
– –
-229
679
– –
-101,443
680
– –
-1,156
681
– –
-34,863
682
– –
-781,710
683
– –
-611,413
684
– –
-45,294
685
– –
-132,625
686
– –
-5,999
687
– –
-13,997
688
– –
-11,835
689
– –
-236,448
690
– –
-128,934
691
– –
-10,091
692
– –
-22,858
693
– –
-198,371
694
– –
-14,551
695
– –
-33,212
696
– –
0
697
– –
-196,395
698
– –
-84,100
699
– –
-177,241
700
– –
-12,413
25 26 27
28
29