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
$4.43B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$10.7M
4
NUVA
NuVasive, Inc.
NUVA
+$9.53M
5
BBDC icon
Barings BDC
BBDC
+$9.19M

Top Sells

1
+$24.5M
2
+$15.9M
3
+$13.7M
4
CUZ icon
Cousins Properties
CUZ
+$12.2M
5
REGI
Renewable Energy Group, Inc.
REGI
+$12.2M

Sector Composition

1 Financials 22.1%
2 Industrials 15.64%
3 Technology 15.03%
4 Consumer Discretionary 12.01%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.3M 0.87%
3,282,284
-186,937
2
$34.6M 0.78%
684,855
-69,068
3
$31.5M 0.71%
516,308
-42,137
4
$30.9M 0.7%
1,571,504
+68,270
5
$30.5M 0.69%
1,855,720
-67,129
6
$29.9M 0.67%
1,270,826
+64,752
7
$28.1M 0.63%
5,083,095
-146,168
8
$28.1M 0.63%
296,246
-5,181
9
$26.6M 0.6%
479,128
+58,320
10
$26.5M 0.6%
934,174
-57,236
11
$26.3M 0.6%
1,961,702
+15,347
12
$25.7M 0.58%
635,401
-62,348
13
$25M 0.57%
2,390,202
-1,075,469
14
$24.6M 0.56%
1,616,382
-45,571
15
$23.9M 0.54%
217,746
-1,620
16
$23.5M 0.53%
1,536,810
-186,654
17
$23.3M 0.53%
194,303
-3,132
18
$23M 0.52%
911,589
+133,191
19
$22.7M 0.51%
352,692
+44,706
20
$22.6M 0.51%
534,995
-82,240
21
$22.5M 0.51%
183,525
+31,697
22
$22.5M 0.51%
1,135,699
+16,785
23
$22.4M 0.51%
588,249
+18,964
24
$22.3M 0.5%
771,250
+307,236
25
$21.6M 0.49%
529,700
+35,117
1
2 3 4 5