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
151
$9.53M 0.22%
+169,242
152
$9.53M 0.22%
254,633
+15,563
153
$9.42M 0.21%
984,526
-31,904
154
$9.41M 0.21%
126,625
+13,282
155
$9.39M 0.21%
44,013
-37,700
156
$9.39M 0.21%
365,995
-25,251
157
$9.35M 0.21%
336,791
+55,234
158
$9.28M 0.21%
230,208
-1,031
159
$9.25M 0.21%
100,772
-15,640
160
$9.2M 0.21%
539,360
+77,840
161
$9.18M 0.21%
595,787
-553,940
162
$9.09M 0.21%
465,759
+4,726
163
$9.06M 0.2%
444,888
-92,257
164
$9.03M 0.2%
439,974
+87,398
165
$8.98M 0.2%
1,214,709
-16,160
166
$8.96M 0.2%
349,003
-124,121
167
$8.93M 0.2%
173,212
+4,879
168
$8.9M 0.2%
72,004
-788
169
$8.9M 0.2%
153,691
+19,044
170
$8.82M 0.2%
382,761
+12,019
171
$8.82M 0.2%
132,467
-4,105
172
$8.77M 0.2%
445,072
-13,712
173
$8.75M 0.2%
828,712
-631,122
174
$8.74M 0.2%
48,336
-32,090
175
$8.68M 0.2%
221,258
+97,494
5 6
7
8 9