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 15.03%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.9M 0.34%
1,136,540
+237,515
77
$14.7M 0.33%
157,059
+23,200
78
$14.5M 0.33%
462,571
-112,176
79
$14.3M 0.32%
618,628
+46,463
80
$14.2M 0.32%
711,900
+79,768
81
$14.2M 0.32%
332,456
-1,849
82
$14.2M 0.32%
133,765
-635
83
$14.2M 0.32%
297,055
+2,056
84
$14.1M 0.32%
1,003,548
-55,020
85
$13.8M 0.31%
109,769
-1,719
86
$13.6M 0.31%
533,178
+12,825
87
$13.4M 0.3%
1,255,160
+764,420
88
$13.4M 0.3%
408,589
-21,810
89
$13.3M 0.3%
96,710
-447
90
$13.3M 0.3%
304,806
-282
91
$13.3M 0.3%
91,511
-247
92
$13.2M 0.3%
900,244
-28,149
93
$13.2M 0.3%
129,849
-2,435
94
$12.9M 0.29%
232,734
-1,462
95
$12.8M 0.29%
916,804
-28,214
96
$12.8M 0.29%
295,716
-21,579
97
$12.8M 0.29%
162,068
+10,770
98
$12.7M 0.29%
321,949
+9,896
99
$12.7M 0.29%
72,814
-135
100
$12.7M 0.29%
69,186
-262
2 3
4
5 6