KCM

Kennedy Capital Management Portfolio holdings

AUM $4.19B
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
51
$19M 0.35%
146,848
-21,964
52
$18.9M 0.35%
928,864
-333,493
53
$18.8M 0.35%
391,073
-47,439
54
$18.8M 0.35%
665,893
+52,077
55
$18.6M 0.35%
7,082,858
+5,322,482
56
$18.5M 0.34%
841,355
-21,057
57
$18.5M 0.34%
889,070
-51,961
58
$18.5M 0.34%
669,066
-10,019
59
$17.9M 0.33%
465,390
-2,727
60
$17.7M 0.33%
384,934
-17,952
61
$17.6M 0.33%
804,885
+339,745
62
$17.5M 0.33%
423,238
-18,074
63
$17.4M 0.32%
446,720
-8,113
64
$17.1M 0.32%
143,725
+31,390
65
$16.9M 0.31%
453,923
+30,450
66
$16.8M 0.31%
505,968
-22,174
67
$16.7M 0.31%
470,271
-5,837
68
$16.7M 0.31%
917,181
+235,562
69
$16.6M 0.31%
54,023
+15,116
70
$16.4M 0.31%
598,415
-18,223
71
$16.4M 0.31%
146,921
+118,644
72
$16.1M 0.3%
546,057
-5,882
73
$16.1M 0.3%
186,709
-42,938
74
$16M 0.3%
213,877
-7,127
75
$15.7M 0.29%
590,870
-84,701
1 2
3
4 5