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
$5.55B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$22.5M
3
+$21.7M
4
REVG icon
REV Group
REVG
+$16.8M
5
LIVN icon
LivaNova
LIVN
+$15.8M

Top Sells

1
+$25.3M
2
+$20.6M
3
+$19.8M
4
FOR icon
Forestar Group
FOR
+$18.2M
5
SMCI icon
Super Micro Computer
SMCI
+$17M

Sector Composition

1 Financials 19.97%
2 Industrials 16.49%
3 Technology 13.65%
4 Consumer Discretionary 12.72%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.08M 0.16%
65,087
-17,729
202
$9M 0.16%
200,639
+10,396
203
$8.85M 0.16%
219,627
+11,362
204
$8.82M 0.16%
638,462
+62,562
205
$8.81M 0.16%
160,593
+11,876
206
$8.79M 0.16%
86,962
+22,408
207
$8.79M 0.16%
251,142
-116,837
208
$8.75M 0.16%
+24,317
209
$8.69M 0.16%
54,679
+6,898
210
$8.69M 0.16%
778,815
+35,263
211
$8.69M 0.16%
291,267
+55,381
212
$8.63M 0.16%
45,839
+10,589
213
$8.46M 0.15%
230,544
-6,966
214
$8.42M 0.15%
367,492
-7,252
215
$8.31M 0.15%
76,915
+5,653
216
$8.3M 0.15%
441,281
-58,770
217
$8.26M 0.15%
591,362
-22,156
218
$8.25M 0.15%
624,836
+232,784
219
$8.22M 0.15%
243,301
-4,827
220
$8.19M 0.15%
659,224
-13,055
221
$8.18M 0.15%
727,289
+35,664
222
$8.17M 0.15%
286,060
-26,987
223
$8.14M 0.15%
198,172
+10,128
224
$8.14M 0.15%
151,582
-41,703
225
$8.09M 0.15%
166,480
+7,138
7 8
9
10 11