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
126
$8.09M 0.23%
446,626
+85,780
127
$8.07M 0.23%
193,157
+25,897
128
$8M 0.23%
312,671
+40,208
129
$8M 0.23%
403,415
-4,261
130
$7.95M 0.23%
119,283
-4,466
131
$7.89M 0.23%
41,855
+2,313
132
$7.88M 0.23%
69,284
-16,310
133
$7.84M 0.23%
284,467
+48,496
134
$7.81M 0.23%
56,298
-6,882
135
$7.79M 0.23%
464,310
-78,008
136
$7.72M 0.22%
1,217,089
-4,018
137
$7.68M 0.22%
1,124,860
+502,260
138
$7.64M 0.22%
51,067
+10,350
139
$7.56M 0.22%
242,346
-5,646
140
$7.53M 0.22%
390,485
+37,850
141
$7.52M 0.22%
115,927
+1,186
142
$7.49M 0.22%
61,385
+558
143
$7.47M 0.22%
293,382
+70,997
144
$7.47M 0.22%
294,903
+2,009
145
$7.45M 0.22%
233,919
+1,436
146
$7.44M 0.22%
183,531
+51,947
147
$7.29M 0.21%
300,396
+27,303
148
$7.27M 0.21%
620,129
+6,898
149
$7.25M 0.21%
704,921
+61,950
150
$7.22M 0.21%
187,157
-3,437
4 5
6
7 8