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
$4.19B
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.6M
3
+$13.5M
4
OZK icon
Bank OZK
OZK
+$11.8M
5
ALG icon
Alamo Group
ALG
+$11.5M

Top Sells

1
+$25.9M
2
+$13.8M
3
+$13.5M
4
VRNA
Verona Pharma
VRNA
+$13.3M
5
HURN icon
Huron Consulting
HURN
+$10.9M

Sector Composition

1 Financials 20.76%
2 Healthcare 18.1%
3 Industrials 18.07%
4 Technology 12.65%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.43M 0.18%
13,599
-1,469
202
$7.37M 0.18%
230,434
+72,212
203
$7.35M 0.18%
256,614
+43,897
204
$7.35M 0.18%
664,806
+443,617
205
$7.34M 0.18%
11,711
-219
206
$7.33M 0.18%
100,417
+74,710
207
$7.31M 0.17%
56,802
+39,342
208
$7.19M 0.17%
387,365
+102,060
209
$7.14M 0.17%
5,164
-565
210
$7.14M 0.17%
+128,242
211
$7.13M 0.17%
829,957
+221,227
212
$7.09M 0.17%
1,233,414
-235,105
213
$7.07M 0.17%
42,201
-4,625
214
$7.05M 0.17%
91,704
+5,498
215
$7.03M 0.17%
212,438
+162,246
216
$6.99M 0.17%
61,446
+42,842
217
$6.98M 0.17%
12,739
-1,393
218
$6.67M 0.16%
52,700
+2,508
219
$6.65M 0.16%
137,504
-184,022
220
$6.62M 0.16%
123,729
+16,298
221
$6.58M 0.16%
80,578
-3,418
222
$6.57M 0.16%
56,144
-13,713
223
$6.57M 0.16%
159,587
-127,190
224
$6.56M 0.16%
55,194
-6,100
225
$6.51M 0.16%
67,408
-2,865
7 8
9
10 11