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
126
$10.9M 0.25%
857,713
+62,301
127
$10.9M 0.25%
309,809
+134,003
128
$10.9M 0.25%
300,754
-1,399
129
$10.8M 0.25%
216,880
-11,094
130
$10.7M 0.24%
595,567
-20,071
131
$10.7M 0.24%
259,972
+36,636
132
$10.6M 0.24%
837,408
+46,443
133
$10.6M 0.24%
161,317
-27,873
134
$10.5M 0.24%
1,318,923
+182,154
135
$10.4M 0.23%
270,170
+19,291
136
$10.4M 0.23%
259,890
+33,150
137
$10.2M 0.23%
523,347
+14,218
138
$10.2M 0.23%
754,524
+278,031
139
$10.2M 0.23%
78,706
-336
140
$10.1M 0.23%
223,448
-5,776
141
$10.1M 0.23%
5,738,567
+2,895,243
142
$10.1M 0.23%
246,984
-101
143
$10M 0.23%
104,424
-497
144
$10M 0.23%
416,565
+79,754
145
$9.98M 0.23%
536,397
+3,933
146
$9.84M 0.22%
124,592
-3,878
147
$9.82M 0.22%
900,494
+627,457
148
$9.74M 0.22%
133,138
+14,641
149
$9.68M 0.22%
258,131
-1,013
150
$9.63M 0.22%
275,666
-5,791
4 5
6
7 8