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
$5.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$16.1M
3 +$15.3M
4
BDC icon
Belden
BDC
+$13.8M
5
LIVN icon
LivaNova
LIVN
+$12.4M

Top Sells

1 +$27.1M
2 +$19.2M
3 +$18.3M
4
TTMI icon
TTM Technologies
TTMI
+$16M
5
WGO icon
Winnebago Industries
WGO
+$13.6M

Sector Composition

1 Financials 21.89%
2 Industrials 16.23%
3 Technology 12.19%
4 Consumer Discretionary 11.78%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$11.7M 0.22%
179,662
-36,494
127
$11.7M 0.22%
139,636
-62,601
128
$11.5M 0.22%
338,689
+26,626
129
$11.5M 0.21%
352,243
+10,561
130
$11.4M 0.21%
57,227
-24,736
131
$11.4M 0.21%
64,374
+1,154
132
$11.3M 0.21%
39,165
+2,298
133
$11.3M 0.21%
153,138
+860
134
$11.3M 0.21%
322,801
+84,491
135
$11.3M 0.21%
890,675
+766,772
136
$11.3M 0.21%
159,987
+47,628
137
$11.2M 0.21%
121,549
+2,750
138
$11.1M 0.21%
565,745
+512,167
139
$11M 0.21%
203,252
+25,534
140
$10.9M 0.2%
484,013
+228,308
141
$10.9M 0.2%
145,738
+94,164
142
$10.8M 0.2%
273,337
+21,266
143
$10.7M 0.2%
304,330
+7,257
144
$10.7M 0.2%
+250,875
145
$10.7M 0.2%
199,021
+4,661
146
$10.6M 0.2%
777,373
+140,112
147
$10.5M 0.2%
483,562
+453,232
148
$10.4M 0.19%
626,885
+51,051
149
$10.4M 0.19%
199,588
+65,322
150
$10.3M 0.19%
578,786
+354,602