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
101
$9.5M 0.27%
83,606
+4,319
102
$9.4M 0.27%
862,606
+59,599
103
$9.37M 0.27%
133,411
-1,761
104
$9.36M 0.27%
221,760
+144,600
105
$9.28M 0.27%
1,016,870
-26,634
106
$9.2M 0.27%
722,986
+4,640
107
$9.14M 0.26%
104,627
+737
108
$9.02M 0.26%
336,559
-6,982
109
$8.97M 0.26%
101,918
+22,555
110
$8.91M 0.26%
80,112
-7,823
111
$8.82M 0.26%
253,843
+207,689
112
$8.81M 0.26%
121,145
-59,936
113
$8.77M 0.25%
64,607
-1,026
114
$8.73M 0.25%
284,221
+103,567
115
$8.61M 0.25%
773,469
+440,872
116
$8.58M 0.25%
690,034
-38,322
117
$8.55M 0.25%
483,294
+19,123
118
$8.54M 0.25%
175,153
-43,416
119
$8.4M 0.24%
211,508
-9,156
120
$8.31M 0.24%
97,367
+58,949
121
$8.21M 0.24%
230,660
+37,291
122
$8.18M 0.24%
419,415
+175,883
123
$8.18M 0.24%
171,036
+33,252
124
$8.15M 0.24%
891,089
-1,632
125
$8.15M 0.24%
224,516
-7,710
3 4
5
6 7