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
$4.19B
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.6M
3
+$13.5M
4
OZK icon
Bank OZK
OZK
+$11.8M
5
ALG icon
Alamo Group
ALG
+$11.5M

Top Sells

1
+$25.9M
2
+$13.8M
3
+$13.5M
4
VRNA
Verona Pharma
VRNA
+$13.3M
5
HURN icon
Huron Consulting
HURN
+$10.9M

Sector Composition

1 Financials 20.76%
2 Healthcare 18.1%
3 Industrials 18.07%
4 Technology 12.65%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.73M 0.23%
340,481
+116,261
152
$9.43M 0.23%
+1,268,574
153
$9.35M 0.22%
63,775
-1,295
154
$9.34M 0.22%
97,639
+71,852
155
$9.33M 0.22%
115,611
-1,698
156
$9.32M 0.22%
307,282
+197,042
157
$9.31M 0.22%
59,568
-13,199
158
$9.3M 0.22%
92,148
-7,367
159
$9.27M 0.22%
191,964
-2,823
160
$9.26M 0.22%
92,220
+36,604
161
$9.18M 0.22%
362,295
-180,374
162
$8.99M 0.21%
49,681
-4,518
163
$8.86M 0.21%
79,082
-3,931
164
$8.82M 0.21%
68,850
+15,451
165
$8.77M 0.21%
70,899
-45,633
166
$8.75M 0.21%
134,488
+93,796
167
$8.74M 0.21%
293,421
+5,963
168
$8.67M 0.21%
136,548
-209,555
169
$8.62M 0.21%
194,910
-41,701
170
$8.58M 0.21%
515,690
-238,703
171
$8.55M 0.2%
143,866
+49,103
172
$8.51M 0.2%
305,531
-28,109
173
$8.51M 0.2%
110,699
-95,598
174
$8.49M 0.2%
32,256
+11,011
175
$8.47M 0.2%
255,976
+138,886
5 6
7
8 9