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
$5.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$16.1M
3
+$15.3M
4
BDC icon
Belden
BDC
+$13.8M
5
LIVN icon
LivaNova
LIVN
+$12.4M

Top Sells

1
+$27.1M
2
+$19.2M
3
+$18.3M
4
TTMI icon
TTM Technologies
TTMI
+$16M
5
WGO icon
Winnebago Industries
WGO
+$13.6M

Sector Composition

1 Financials 21.89%
2 Industrials 16.23%
3 Technology 12.19%
4 Consumer Discretionary 11.78%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.9M 0.86%
750,565
+226,127
2
$42.1M 0.79%
422,089
+124,297
3
$39.2M 0.73%
677,065
+79,308
4
$35.3M 0.66%
660,730
-4,601
5
$33.6M 0.63%
639,695
+186,139
6
$33.2M 0.62%
416,521
-10,666
7
$32M 0.6%
608,486
+8,919
8
$31.1M 0.58%
1,377,833
+323,172
9
$30M 0.56%
424,012
-23,503
10
$29.7M 0.55%
1,090,901
+192,851
11
$29.2M 0.54%
391,441
+2,122
12
$29.1M 0.54%
355,525
+7,959
13
$27.9M 0.52%
367,489
+3,683
14
$27.2M 0.51%
92,680
-490
15
$26.7M 0.5%
702,444
+421,895
16
$26.6M 0.5%
1,033,969
+347,090
17
$26.3M 0.49%
754,022
+42,221
18
$25.4M 0.47%
760,042
+36,186
19
$25M 0.47%
836,025
+327
20
$24.8M 0.46%
1,914,752
+362,210
21
$24M 0.45%
1,152,696
+16,030
22
$23.5M 0.44%
179,491
-2,557
23
$23.4M 0.44%
1,219,579
+481,612
24
$23.1M 0.43%
376,980
+1,431
25
$22.7M 0.42%
211,290
+34,911
1
2 3 4 5