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
$4.58B
AUM Growth
+$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$11.1M
3
+$10.3M
4
GTES icon
Gates Industrial
GTES
+$9.34M
5
SIMO icon
Silicon Motion
SIMO
+$7.87M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$11.3M
4
MODG icon
Topgolf Callaway Brands
MODG
+$11.2M
5
CIR
CIRCOR International, Inc
CIR
+$10.4M

Sector Composition

1 Industrials 20.86%
2 Financials 20.14%
3 Technology 12.6%
4 Healthcare 11.12%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.76M 0.19%
215,279
+32,970
202
$8.7M 0.19%
263,054
+24,778
203
$8.65M 0.19%
204,052
-321
204
$8.54M 0.19%
363,157
-575
205
$8.48M 0.19%
39,732
-8,209
206
$8.41M 0.18%
51,012
-891
207
$8.36M 0.18%
245,361
-14,780
208
$8.36M 0.18%
148,148
+79,024
209
$8.31M 0.18%
126,304
-172,230
210
$8.22M 0.18%
562,479
-23,333
211
$8.16M 0.18%
568,881
-777,673
212
$8.15M 0.18%
165,892
-29,425
213
$8.13M 0.18%
661,570
+57,652
214
$7.87M 0.17%
+128,520
215
$7.81M 0.17%
110,316
-24,195
216
$7.79M 0.17%
135,147
-51,955
217
$7.76M 0.17%
85,116
+19,858
218
$7.75M 0.17%
34,473
+3,063
219
$7.67M 0.17%
+823,701
220
$7.64M 0.17%
260,572
-79,540
221
$7.55M 0.17%
39,231
+484
222
$7.54M 0.16%
36,640
-2,002
223
$7.53M 0.16%
416,485
+259,780
224
$7.51M 0.16%
194,988
-309
225
$7.51M 0.16%
195,249
+19,692
7 8
9
10 11