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
726
– –
-343,914
727
– –
-50,466
728
– –
-266,047
729
– –
-272,058
730
– –
-84,898
731
– –
-216,660
732
– –
-1,726
733
– –
-66,244
734
– –
-251,400
735
– –
-164,746
736
– –
-145,365
737
– –
-69,394
738
– –
-358,608
739
– –
-262,914
740
– –
-200,890
741
– –
-32,796
742
– –
-88,749
743
– –
-44,699
744
– –
-77,567
745
– –
-37,560
746
– –
-201,678
747
– –
-24,538
748
– –
-88,513
749
– –
-172,471
750
– –
-27,196
28 29
30
31 32