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
176
$6.59M 0.19%
+129,751
177
$6.57M 0.19%
88,027
+73,782
178
$6.56M 0.19%
70,856
+53,124
179
$6.51M 0.19%
159,665
+108,571
180
$6.49M 0.19%
194,064
-38,680
181
$6.46M 0.19%
197,370
+43,452
182
$6.46M 0.19%
83,233
+43,625
183
$6.43M 0.19%
501,996
+212,714
184
$6.41M 0.19%
55,291
-4,310
185
$6.38M 0.18%
271,405
-29,431
186
$6.36M 0.18%
500,244
-238,376
187
$6.34M 0.18%
+207,675
188
$6.3M 0.18%
134,641
+44,078
189
$6.29M 0.18%
45,498
+1,932
190
$6.29M 0.18%
98,276
+2,323
191
$6.24M 0.18%
453,816
+73,884
192
$6.21M 0.18%
538,078
-220,283
193
$6.21M 0.18%
134,060
+4,274
194
$6.2M 0.18%
35,573
+277
195
$6.18M 0.18%
202,218
+1,463
196
$6.18M 0.18%
285,889
+38,464
197
$6.18M 0.18%
441,703
+5,043
198
$6.17M 0.18%
95,855
-4,242
199
$6.17M 0.18%
280,467
+41,210
200
$6.13M 0.18%
3,877,337
+773,142
6 7
8
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