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
101
$13.6M 0.25%
909,486
+633,234
102
$13.5M 0.25%
176,635
-3,681
103
$13.5M 0.25%
1,516,297
+370,617
104
$13.4M 0.25%
299,097
-4,750
105
$13.3M 0.25%
846,264
-34,412
106
$13.2M 0.25%
231,931
-1,732
107
$13.1M 0.24%
1,323,665
-21,777
108
$13.1M 0.24%
143,023
-2,789
109
$13.1M 0.24%
562,164
-3,581
110
$13M 0.24%
128,479
-1,729
111
$13M 0.24%
76,107
+1,468
112
$12.9M 0.24%
731,378
+271,196
113
$12.7M 0.24%
131,918
+7,412
114
$12.7M 0.24%
155,843
+10,105
115
$12.6M 0.23%
272,270
-1,067
116
$12.5M 0.23%
277,910
-53,830
117
$12.5M 0.23%
441,614
-38,579
118
$12.4M 0.23%
158,808
-57,322
119
$12.3M 0.23%
346,996
-132,058
120
$12M 0.22%
225,422
-3,476
121
$12M 0.22%
506,099
-5,579
122
$12M 0.22%
322,962
-3,419
123
$12M 0.22%
826,834
-406,308
124
$11.9M 0.22%
119,668
-1,881
125
$11.8M 0.22%
1,022,425
+596
3 4
5
6 7