KCM

Kennedy Capital Management Portfolio holdings

AUM $4.19B
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.55B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$22.5M
3
+$21.7M
4
REVG icon
REV Group
REVG
+$16.8M
5
LIVN icon
LivaNova
LIVN
+$15.8M

Top Sells

1
+$25.3M
2
+$20.6M
3
+$19.8M
4
FOR icon
Forestar Group
FOR
+$18.2M
5
SMCI icon
Super Micro Computer
SMCI
+$17M

Sector Composition

1 Financials 19.97%
2 Industrials 16.49%
3 Technology 13.65%
4 Consumer Discretionary 12.72%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.6M 0.89%
615,346
-31,089
2
$44.5M 0.8%
994,311
-186,582
3
$38.8M 0.7%
334,593
+14,123
4
$34M 0.61%
2,214,567
+1,503,682
5
$33.4M 0.6%
649,491
+14,029
6
$33.2M 0.6%
932,552
-8,001
7
$30.9M 0.56%
325,953
-79,265
8
$30M 0.54%
401,701
-18,888
9
$29.8M 0.54%
1,984,596
+548,000
10
$29.8M 0.54%
959,710
-83,045
11
$29.8M 0.54%
376,654
+12,169
12
$29M 0.52%
528,163
+32,961
13
$29M 0.52%
532,889
+149,585
14
$28.5M 0.51%
368,536
-6,991
15
$27.2M 0.49%
756,297
-777
16
$27M 0.49%
670,073
+539,155
17
$26.6M 0.48%
877,972
+43,242
18
$26.3M 0.48%
1,181,524
-166,580
19
$26.3M 0.47%
320,164
+21,525
20
$25.7M 0.46%
221,799
+5,800
21
$25.7M 0.46%
1,832,509
+492,424
22
$25.2M 0.46%
387,421
-106,633
23
$25.2M 0.45%
1,399,373
+10,074
24
$25.2M 0.45%
524,227
-85,000
25
$24.9M 0.45%
294,977
+12,248
1
2 3 4 5