KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
+$16.4M
2
+$12.9M
3
+$9.32M
4
BBDC icon
Barings BDC
BBDC
+$8.48M
5
NUVA
NuVasive, Inc.
NUVA
+$8.32M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$12.2M
4
AVNW icon
Aviat Networks
AVNW
+$11.4M
5
CUZ icon
Cousins Properties
CUZ
+$11.3M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 14.39%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.9M 0.18%
77,533
-53,318
202
$7.88M 0.18%
194,791
+28,080
203
$7.86M 0.18%
121,024
-2,820
204
$7.84M 0.18%
124,123
-1,844
205
$7.84M 0.18%
462,707
+16,107
206
$7.83M 0.18%
163,932
-30,960
207
$7.78M 0.18%
36,771
+6,968
208
$7.74M 0.17%
390,972
+77,802
209
$7.74M 0.17%
+370,135
210
$7.73M 0.17%
400,345
+71,771
211
$7.68M 0.17%
577,227
-52,511
212
$7.68M 0.17%
294,418
-1,488
213
$7.67M 0.17%
251,619
+29,423
214
$7.65M 0.17%
131,149
-4,066
215
$7.62M 0.17%
597,326
-2,420
216
$7.58M 0.17%
735,493
+47,615
217
$7.58M 0.17%
160,864
-45,475
218
$7.49M 0.17%
232,808
-950
219
$7.48M 0.17%
558,595
+133,163
220
$7.42M 0.17%
225,345
-1,358
221
$7.42M 0.17%
193,025
+1,095
222
$7.39M 0.17%
1,780,380
+214,895
223
$7.38M 0.17%
275,369
-4,776
224
$7.35M 0.17%
443,851
+98,974
225
$7.34M 0.17%
519,014
-16,196
7 8
9
10 11