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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16.1M
3
+$12.7M
4
SF icon
Stifel
SF
+$11.9M
5
AORT icon
Artivion
AORT
+$10.1M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$10M
4
TIVO
Tivo Inc
TIVO
+$9.27M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.93%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.3M 0.99%
421,620
-24,971
2
$25M 0.72%
789,668
+375,915
3
$23M 0.66%
1,998,928
+551,073
4
$22.5M 0.65%
3,802,422
+591,510
5
$22.4M 0.65%
452,335
-15,639
6
$21.9M 0.63%
333,413
+5,582
7
$21.8M 0.63%
617,100
+166,990
8
$21.6M 0.63%
124,116
+41,773
9
$19.8M 0.57%
454,290
+191,291
10
$19.6M 0.57%
1,700,049
+16,400
11
$19.5M 0.56%
705,438
+54,958
12
$19M 0.55%
268,829
-57,235
13
$18.7M 0.54%
212,318
+18,519
14
$18.4M 0.53%
4,721,519
+3,249,209
15
$18.3M 0.53%
3,899,014
-289,981
16
$18.3M 0.53%
1,093,967
+110,021
17
$18M 0.52%
327,356
+4,628
18
$17.7M 0.51%
225,291
-29,921
19
$17.4M 0.5%
249,359
-11,659
20
$16.8M 0.49%
+1,442,112
21
$16.6M 0.48%
292,711
+12,841
22
$16.5M 0.48%
266,441
-20,754
23
$16.1M 0.47%
+106,518
24
$16M 0.46%
659,093
+164,130
25
$15.7M 0.45%
300,407
-18,653
1
2 3 4 5