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
$5.55B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$22.5M
3
+$21.7M
4
REVG icon
REV Group
REVG
+$16.8M
5
LIVN icon
LivaNova
LIVN
+$15.8M

Top Sells

1
+$25.3M
2
+$20.6M
3
+$19.8M
4
FOR icon
Forestar Group
FOR
+$18.2M
5
SMCI icon
Super Micro Computer
SMCI
+$17M

Sector Composition

1 Financials 19.97%
2 Industrials 16.49%
3 Technology 13.65%
4 Consumer Discretionary 12.72%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.5M 0.21%
91,978
-8,732
152
$11.4M 0.21%
203,703
+779
153
$11.4M 0.21%
196,327
+10,171
154
$11.2M 0.2%
487,202
-280,184
155
$11.2M 0.2%
589,552
-115,803
156
$11.2M 0.2%
564,498
-54,335
157
$11.2M 0.2%
639,919
+33,436
158
$11.2M 0.2%
271,178
-21,665
159
$11.1M 0.2%
182,668
+15,888
160
$11.1M 0.2%
254,805
-44,765
161
$11.1M 0.2%
294,283
-100,869
162
$11.1M 0.2%
141,937
-2,816
163
$11M 0.2%
655,376
+9,323
164
$11M 0.2%
173,435
-781
165
$11M 0.2%
408,479
+382,979
166
$10.9M 0.2%
363,872
+205,171
167
$10.9M 0.2%
141,742
+17,809
168
$10.8M 0.19%
333,169
+66,951
169
$10.7M 0.19%
647,543
+350,019
170
$10.7M 0.19%
317,082
+115,881
171
$10.7M 0.19%
510,037
-70,929
172
$10.6M 0.19%
440,495
+18,698
173
$10.6M 0.19%
503,798
+94,847
174
$10.3M 0.19%
953,857
+378,611
175
$10.2M 0.18%
635,430
+137,621
5 6
7
8 9