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
$4.46B
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.2M
3
+$12.3M
4
UNFI icon
United Natural Foods
UNFI
+$12.1M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$10.5M

Top Sells

1
+$17.1M
2
+$11.9M
3
+$11.2M
4
CVA
Covanta Holding Corporation
CVA
+$11M
5
SKY icon
Champion Homes
SKY
+$10.7M

Sector Composition

1 Financials 23%
2 Industrials 16.07%
3 Technology 12.88%
4 Consumer Discretionary 11.64%
5 Real Estate 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.08M 0.18%
535,274
-18,684
202
$8.08M 0.18%
192,075
-8,683
203
$8.05M 0.18%
796,005
+73,785
204
$8.04M 0.18%
175,681
-10,068
205
$8.04M 0.18%
231,241
+98,909
206
$8.03M 0.18%
1,035,456
-104,933
207
$7.97M 0.18%
667,858
+156,581
208
$7.97M 0.18%
69,454
-4,082
209
$7.97M 0.18%
242,850
-10,644
210
$7.96M 0.18%
120,257
-4,362
211
$7.95M 0.18%
534,992
-1,345
212
$7.91M 0.18%
266,447
-9,418
213
$7.91M 0.18%
40,441
-1,791
214
$7.86M 0.18%
149,750
+46,344
215
$7.85M 0.18%
360,597
+115,979
216
$7.8M 0.17%
345,070
-37,965
217
$7.75M 0.17%
151,481
+1,933
218
$7.67M 0.17%
342,797
-15,007
219
$7.65M 0.17%
111,245
-6,783
220
$7.65M 0.17%
64,760
+412
221
$7.58M 0.17%
151,160
-30,639
222
$7.55M 0.17%
84,320
-43,865
223
$7.54M 0.17%
153,078
-9,277
224
$7.53M 0.17%
127,110
+16,584
225
$7.46M 0.17%
348,281
-15,616
7 8
9
10 11