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
176
$8.45M 0.2%
887,890
+305,318
177
$8.22M 0.2%
27,995
-29,986
178
$8.21M 0.2%
15,807
-16,273
179
$8.19M 0.2%
576,664
+151,640
180
$8.16M 0.19%
222,181
-215,971
181
$8.12M 0.19%
409,492
+139,840
182
$8.06M 0.19%
50,401
-646
183
$8.04M 0.19%
156,062
+53,272
184
$8.02M 0.19%
195,886
+87,009
185
$7.99M 0.19%
203,418
-82,290
186
$7.91M 0.19%
96,915
+27,029
187
$7.85M 0.19%
32,018
-3,447
188
$7.85M 0.19%
8,304
-911
189
$7.84M 0.19%
227,626
+77,667
190
$7.82M 0.19%
284,853
-63,680
191
$7.79M 0.19%
68,450
-4,615
192
$7.72M 0.18%
207,836
-92,894
193
$7.71M 0.18%
64,283
-12,494
194
$7.71M 0.18%
49,880
+34,790
195
$7.7M 0.18%
234,226
-250,380
196
$7.61M 0.18%
1,090,904
+25,147
197
$7.49M 0.18%
304,557
+168,779
198
$7.49M 0.18%
41,518
+13,807
199
$7.48M 0.18%
169,143
-3,320
200
$7.47M 0.18%
42,399
+14,462
6 7
8
9 10