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
$4.46B
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.2M
3
+$12.3M
4
UNFI icon
United Natural Foods
UNFI
+$12.1M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$10.5M

Top Sells

1
+$17.1M
2
+$11.9M
3
+$11.2M
4
CVA
Covanta Holding Corporation
CVA
+$11M
5
SKY icon
Champion Homes
SKY
+$10.7M

Sector Composition

1 Financials 23%
2 Industrials 16.07%
3 Technology 12.88%
4 Consumer Discretionary 11.64%
5 Real Estate 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.7M 0.33%
782,700
-43,471
77
$14.6M 0.33%
328,289
-35,844
78
$14.6M 0.33%
592,980
+35,544
79
$14.5M 0.33%
893,663
+76,678
80
$14.5M 0.32%
269,517
-11,830
81
$14.4M 0.32%
245,782
-37,445
82
$14.4M 0.32%
616,825
+9,945
83
$14.2M 0.32%
+300,395
84
$14M 0.31%
319,243
-6,060
85
$13.9M 0.31%
224,240
-9,801
86
$13.9M 0.31%
87,892
-1,361
87
$13.8M 0.31%
288,568
-11,439
88
$13.8M 0.31%
119,578
-147,472
89
$13.7M 0.31%
15,443
+123
90
$13.4M 0.3%
296,769
+40,588
91
$13.3M 0.3%
620,147
+443,895
92
$13.2M 0.3%
423,156
-3,441
93
$13.2M 0.29%
306,123
-13,686
94
$13.1M 0.29%
1,854,313
-204,395
95
$13.1M 0.29%
160,629
+9,918
96
$13.1M 0.29%
2,144,047
+170,385
97
$13M 0.29%
218,885
-8,376
98
$13M 0.29%
155,596
-2,890
99
$12.9M 0.29%
92,418
+16,144
100
$12.9M 0.29%
81,703
+763
2 3
4
5 6