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
701
$229K ﹤0.01%
+1,552
702
$218K ﹤0.01%
+16,944
703
$216K ﹤0.01%
+9,607
704
$213K ﹤0.01%
+2,280
705
$210K ﹤0.01%
+3,184
706
$208K ﹤0.01%
+1,509
707
$207K ﹤0.01%
+1,295
708
$186K ﹤0.01%
+13,300
709
– –
-57,160
710
– –
-99,180
711
– –
-38,507
712
– –
-1,138
713
– –
-892
714
– –
-70,300
715
– –
-20,233
716
– –
-53,299
717
– –
-130,526
718
– –
-102,256
719
– –
-87,248
720
– –
-98,389
721
– –
-325,375
722
– –
-70,991
723
– –
-44,881
724
– –
-324,017
725
– –
-67,477
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