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
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$10.7M
4
NUVA
NuVasive, Inc.
NUVA
+$9.53M
5
BBDC icon
Barings BDC
BBDC
+$9.19M

Top Sells

1
+$24.5M
2
+$15.9M
3
+$13.7M
4
CUZ icon
Cousins Properties
CUZ
+$12.2M
5
REGI
Renewable Energy Group, Inc.
REGI
+$12.2M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 15.03%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.91M 0.18%
95,260
-473
202
$7.9M 0.18%
77,533
-53,318
203
$7.88M 0.18%
194,791
+28,080
204
$7.86M 0.18%
121,024
-2,820
205
$7.84M 0.18%
992,984
-14,751
206
$7.84M 0.18%
462,707
+16,107
207
$7.83M 0.18%
163,932
-30,960
208
$7.78M 0.18%
36,771
+6,968
209
$7.74M 0.17%
390,972
+77,802
210
$7.74M 0.17%
+370,135
211
$7.73M 0.17%
400,345
+71,771
212
$7.68M 0.17%
577,227
-52,511
213
$7.68M 0.17%
294,418
-1,488
214
$7.67M 0.17%
251,619
+29,423
215
$7.65M 0.17%
131,149
-4,066
216
$7.62M 0.17%
597,326
-2,420
217
$7.58M 0.17%
735,493
+47,615
218
$7.58M 0.17%
160,864
-45,475
219
$7.49M 0.17%
232,808
-950
220
$7.48M 0.17%
558,595
+133,163
221
$7.42M 0.17%
225,345
-1,358
222
$7.42M 0.17%
193,025
+1,095
223
$7.39M 0.17%
1,780,380
+214,895
224
$7.38M 0.17%
275,369
-4,776
225
$7.35M 0.17%
443,851
+98,974
7 8
9
10 11