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
201
$6.07M 0.18%
63,418
+27,744
202
$6.07M 0.18%
282,634
-25,411
203
$6.04M 0.17%
998,978
+137,122
204
$6M 0.17%
109,883
-4,582
205
$6M 0.17%
325,254
+130,642
206
$5.98M 0.17%
1,070,516
+12,536
207
$5.97M 0.17%
2,141,648
+958,989
208
$5.96M 0.17%
1,098,666
+118,243
209
$5.95M 0.17%
+275,787
210
$5.92M 0.17%
124,762
-19,602
211
$5.85M 0.17%
77,998
+24,510
212
$5.84M 0.17%
+549,381
213
$5.82M 0.17%
1,404,930
+351,097
214
$5.8M 0.17%
1,051,706
+8,332
215
$5.8M 0.17%
239,111
+135,181
216
$5.77M 0.17%
125,777
+30,170
217
$5.77M 0.17%
232,873
+1,665
218
$5.75M 0.17%
75,975
+466
219
$5.74M 0.17%
452,026
-26,228
220
$5.73M 0.17%
67,795
-5,582
221
$5.72M 0.17%
424,309
+67,070
222
$5.71M 0.17%
162,727
+13,563
223
$5.67M 0.16%
358,817
-110,005
224
$5.63M 0.16%
+208,026
225
$5.62M 0.16%
279,472
+1,923
7 8
9
10 11