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
101
$12.6M 0.28%
864,006
-82,936
102
$12.5M 0.28%
1,136,426
+227,337
103
$12.4M 0.28%
13,253
-4,048
104
$12.2M 0.28%
187,224
+54,452
105
$12.2M 0.27%
168,252
-5,216
106
$12.1M 0.27%
708,874
+625,103
107
$12.1M 0.27%
89,068
+13,170
108
$11.9M 0.27%
244,690
-3,258
109
$11.8M 0.27%
1,060,701
+251,187
110
$11.8M 0.27%
1,284,749
+998,552
111
$11.8M 0.27%
491,932
-139,462
112
$11.8M 0.27%
214,750
-6,690
113
$11.7M 0.26%
1,269,375
+143,287
114
$11.6M 0.26%
1,071,367
+615,069
115
$11.6M 0.26%
370,994
+30,459
116
$11.5M 0.26%
174,821
+6,190
117
$11.4M 0.26%
175,455
-8,103
118
$11.4M 0.26%
406,762
+66,857
119
$11.3M 0.26%
758,070
+1,390
120
$11.3M 0.26%
393,406
+21,561
121
$11.3M 0.25%
279,144
+21,799
122
$11.2M 0.25%
120,038
+45,762
123
$11M 0.25%
141,108
-877
124
$11M 0.25%
325,484
+8,105
125
$10.9M 0.25%
176,477
+85,431
3 4
5
6 7