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
101
$12.8M 0.29%
302,804
-12,393
102
$12.8M 0.29%
412,775
-19,491
103
$12.8M 0.29%
263,982
-13,451
104
$12.7M 0.28%
116,336
-4,187
105
$12.4M 0.28%
139,222
-9,631
106
$12.3M 0.28%
573,538
+49,050
107
$12.1M 0.27%
+250,123
108
$12M 0.27%
184,849
+30,997
109
$12M 0.27%
243,497
-8,396
110
$11.9M 0.27%
341,797
+89,748
111
$11.8M 0.27%
132,733
-6,092
112
$11.8M 0.27%
68,267
-3,639
113
$11.8M 0.26%
619,568
-3,467
114
$11.7M 0.26%
70,114
+287
115
$11.5M 0.26%
509,328
-17,175
116
$11.4M 0.25%
205,409
-9,080
117
$11.4M 0.25%
510,993
-11,572
118
$11.3M 0.25%
340,190
+3,785
119
$11.3M 0.25%
125,867
-5,491
120
$11.2M 0.25%
432,318
-19,192
121
$11.1M 0.25%
277,393
-24,248
122
$11.1M 0.25%
432,077
-14,901
123
$10.9M 0.24%
378,982
-21,860
124
$10.9M 0.24%
390,031
-12,306
125
$10.9M 0.24%
1,306,117
+448,167
3 4
5
6 7