KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
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%
309,809
+134,003
127
$10.9M 0.25%
300,754
-1,399
128
$10.8M 0.25%
216,880
-11,094
129
$10.7M 0.24%
595,567
-20,071
130
$10.7M 0.24%
259,972
+36,636
131
$10.6M 0.24%
837,408
+46,443
132
$10.6M 0.24%
161,317
-27,873
133
$10.5M 0.24%
1,318,923
+182,154
134
$10.4M 0.23%
270,170
+19,291
135
$10.4M 0.23%
259,890
+33,150
136
$10.2M 0.23%
523,347
+14,218
137
$10.2M 0.23%
754,524
+278,031
138
$10.2M 0.23%
78,706
-336
139
$10.1M 0.23%
223,448
-5,776
140
$10.1M 0.23%
5,738,567
+2,895,243
141
$10.1M 0.23%
246,984
-101
142
$10M 0.23%
104,424
-497
143
$10M 0.23%
416,565
+79,754
144
$9.98M 0.23%
536,397
+3,933
145
$9.84M 0.22%
124,592
-3,878
146
$9.82M 0.22%
900,494
+627,457
147
$9.74M 0.22%
133,138
+14,641
148
$9.68M 0.22%
258,131
-1,013
149
$9.63M 0.22%
275,666
-5,791
150
$9.53M 0.22%
+169,242
4 5
6
7 8