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
$4.46B
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.2M
3
+$12.3M
4
UNFI icon
United Natural Foods
UNFI
+$12.1M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$10.5M

Top Sells

1
+$17.1M
2
+$11.9M
3
+$11.2M
4
CVA
Covanta Holding Corporation
CVA
+$11M
5
SKY icon
Champion Homes
SKY
+$10.7M

Sector Composition

1 Financials 23%
2 Industrials 16.07%
3 Technology 12.88%
4 Consumer Discretionary 11.64%
5 Real Estate 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.81M 0.22%
808,873
-28,032
152
$9.79M 0.22%
735,781
-80,397
153
$9.76M 0.22%
194,656
-770
154
$9.73M 0.22%
42,102
-7,804
155
$9.71M 0.22%
528,736
+122,790
156
$9.7M 0.22%
188,062
-8,304
157
$9.69M 0.22%
725,008
+114,778
158
$9.68M 0.22%
457,200
-50,479
159
$9.68M 0.22%
+253,118
160
$9.66M 0.22%
177,031
-5,832
161
$9.61M 0.22%
538,176
-135,573
162
$9.58M 0.21%
232,842
-9,929
163
$9.58M 0.21%
107,281
+4,170
164
$9.54M 0.21%
189,565
-11,024
165
$9.52M 0.21%
299,084
+43,203
166
$9.48M 0.21%
498,444
+348,678
167
$9.45M 0.21%
159,152
-6,894
168
$9.4M 0.21%
78,497
-26,659
169
$9.39M 0.21%
90,878
-4,049
170
$9.34M 0.21%
450,038
-111,263
171
$9.29M 0.21%
202,684
-8,923
172
$9.27M 0.21%
194,794
+48,859
173
$9.24M 0.21%
68,604
-3,019
174
$9.22M 0.21%
101,782
-4,447
175
$9.21M 0.21%
192,231
+152,536
5 6
7
8 9