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 15.06%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-11,666
702
– –
-261,809
703
– –
-895,080
704
– –
-636,228
705
– –
-53,481
706
– –
-22,131
707
– –
-10,000
708
– –
-227,832
709
– –
-491,132
710
– –
-152,175
711
– –
-413,489
712
– –
-128,934
713
– –
-10,091
714
– –
-302,391
715
– –
-325,105
716
– –
-557,480
717
– –
-13,435
718
– –
-128,827
719
– –
-120,199
720
– –
-116,867
721
– –
-149,151
25 26 27 28
29