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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16.1M
3
+$12.7M
4
SF icon
Stifel
SF
+$11.9M
5
AORT icon
Artivion
AORT
+$10.1M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$10M
4
TIVO
Tivo Inc
TIVO
+$9.27M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.93%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.6M 0.31%
648,716
-41,136
77
$10.5M 0.31%
626,307
+168,081
78
$10.5M 0.3%
366,672
-5,030
79
$10.5M 0.3%
109,805
-10,422
80
$10.4M 0.3%
335,375
+71,870
81
$10.3M 0.3%
763,413
+340,063
82
$10.3M 0.3%
270,229
-8,440
83
$10.3M 0.3%
396,844
-108,351
84
$10.3M 0.3%
357,941
-46,579
85
$10.2M 0.3%
643,900
-141,931
86
$10M 0.29%
152,930
+1,745
87
$10M 0.29%
2,308,538
+644,286
88
$10M 0.29%
244,593
+15,979
89
$10M 0.29%
141,769
+3,236
90
$9.96M 0.29%
907,123
+303,489
91
$9.96M 0.29%
305,263
+11,479
92
$9.95M 0.29%
96,955
-15,821
93
$9.84M 0.28%
353,520
+12,298
94
$9.81M 0.28%
281,803
+101,248
95
$9.72M 0.28%
84,537
+590
96
$9.7M 0.28%
140,963
+68,019
97
$9.69M 0.28%
252,177
-31,460
98
$9.51M 0.28%
198,175
+66,542
99
$9.51M 0.28%
210,525
-5,976
100
$9.51M 0.28%
378,236
+6,164
2 3
4
5 6