KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.5M 0.28%
1,136,426
+227,337
102
$12.4M 0.28%
13,253
-4,048
103
$12.2M 0.28%
187,224
+54,452
104
$12.2M 0.27%
168,252
-5,216
105
$12.1M 0.27%
708,874
+625,103
106
$12.1M 0.27%
89,068
+13,170
107
$11.9M 0.27%
244,690
-3,258
108
$11.8M 0.27%
1,060,701
+251,187
109
$11.8M 0.27%
1,284,749
+998,552
110
$11.8M 0.27%
491,932
-139,462
111
$11.8M 0.27%
214,750
-6,690
112
$11.7M 0.26%
1,269,375
+143,287
113
$11.6M 0.26%
1,071,367
+615,069
114
$11.6M 0.26%
370,994
+30,459
115
$11.5M 0.26%
174,821
+6,190
116
$11.4M 0.26%
175,455
-8,103
117
$11.4M 0.26%
406,762
+66,857
118
$11.3M 0.26%
758,070
+1,390
119
$11.3M 0.26%
393,406
+21,561
120
$11.3M 0.25%
279,144
+21,799
121
$11.2M 0.25%
120,038
+45,762
122
$11M 0.25%
141,108
-877
123
$11M 0.25%
325,484
+8,105
124
$10.9M 0.25%
176,477
+85,431
125
$10.9M 0.25%
857,713
+62,301
3 4
5
6 7