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
151
$7.21M 0.21%
+151,187
152
$7.19M 0.21%
504,406
+253,750
153
$7.15M 0.21%
285,244
+56,509
154
$7.14M 0.21%
373,909
+172,207
155
$7.13M 0.21%
450,600
+45,670
156
$7.1M 0.21%
276,932
+1,602
157
$7.1M 0.21%
110,825
-20,708
158
$7.1M 0.21%
258,363
-66,263
159
$7.09M 0.21%
172,472
+1,969
160
$6.98M 0.2%
128,067
+10,542
161
$6.97M 0.2%
265,609
+188,625
162
$6.97M 0.2%
148,246
-243
163
$6.93M 0.2%
529,366
+6,177
164
$6.93M 0.2%
221,633
+1,398
165
$6.86M 0.2%
53,661
-3,094
166
$6.86M 0.2%
301,525
+107,067
167
$6.86M 0.2%
949,549
+81,649
168
$6.85M 0.2%
388,593
-59,442
169
$6.81M 0.2%
595,412
+150,159
170
$6.76M 0.2%
621,566
+4,201
171
$6.76M 0.2%
1,423,670
+246,444
172
$6.74M 0.19%
228,935
+17,740
173
$6.73M 0.19%
139,847
+6,172
174
$6.66M 0.19%
410,997
+6,848
175
$6.6M 0.19%
145,145
+1,657
5 6
7
8 9