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
701
$552K 0.01%
32,436
+16,709
702
$551K 0.01%
+19,626
703
$543K 0.01%
+26,601
704
$531K 0.01%
11,806
-72,526
705
$531K 0.01%
+28,652
706
$529K 0.01%
21,249
+1,898
707
$522K 0.01%
40,147
+25,181
708
$521K 0.01%
60,312
-65,296
709
$487K 0.01%
109,768
+10,322
710
$477K 0.01%
21,951
-48,715
711
$460K 0.01%
+15,870
712
$443K 0.01%
+27,551
713
$437K 0.01%
55,414
+27,540
714
$406K 0.01%
22,757
+2,566
715
$343K 0.01%
129,379
+112,079
716
$299K 0.01%
+75,059
717
$274K ﹤0.01%
+19,167
718
$266K ﹤0.01%
+8,926
719
$247K ﹤0.01%
+12,925
720
$219K ﹤0.01%
69,820
-1,324,246
721
$144K ﹤0.01%
16,867
-276,175
722
$108K ﹤0.01%
+11,254
723
$104K ﹤0.01%
11,103
-206,666
724
$66K ﹤0.01%
+19,146
725
$30K ﹤0.01%
22,340
-2,113,291
27 28
29
30 31