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
$4.58B
AUM Growth
+$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$11.1M
3
+$10.3M
4
GTES icon
Gates Industrial
GTES
+$9.34M
5
SIMO icon
Silicon Motion
SIMO
+$7.87M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$11.3M
4
MODG icon
Topgolf Callaway Brands
MODG
+$11.2M
5
CIR
CIRCOR International, Inc
CIR
+$10.4M

Sector Composition

1 Industrials 20.86%
2 Financials 20.14%
3 Technology 12.6%
4 Healthcare 11.12%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.66M 0.21%
132,267
+14,137
177
$9.58M 0.21%
544,221
+19,141
178
$9.44M 0.21%
79,947
-3,406
179
$9.43M 0.21%
1,023,746
+28,386
180
$9.39M 0.21%
175,301
-52,270
181
$9.34M 0.2%
474,773
-749
182
$9.33M 0.2%
67,144
+14,819
183
$9.29M 0.2%
306,821
+181,335
184
$9.25M 0.2%
192,530
-52,608
185
$9.25M 0.2%
124,362
-6,118
186
$9.2M 0.2%
245,387
+67,068
187
$9.19M 0.2%
150,320
+5,363
188
$9.18M 0.2%
70,534
-8,520
189
$9.13M 0.2%
591,624
-56,833
190
$9.12M 0.2%
645,874
-69,550
191
$9.11M 0.2%
355,763
-72,601
192
$9.03M 0.2%
350,034
-5,552
193
$9.03M 0.2%
353,868
+76,673
194
$8.97M 0.2%
363,851
+67,882
195
$8.95M 0.2%
149,961
-72,054
196
$8.9M 0.19%
897,250
-172,450
197
$8.87M 0.19%
527,902
-108,464
198
$8.81M 0.19%
295,432
-3,592
199
$8.77M 0.19%
152,221
-3,139
200
$8.77M 0.19%
1,845,943
-227,995
6 7
8
9 10