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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.5M
3
+$10.3M
4
HTO
H2O America
HTO
+$9.73M
5
IVC
Invacare Corporation
IVC
+$9.18M

Top Sells

1
+$19.4M
2
+$19.4M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$13.6M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.62%
2 Industrials 14.87%
3 Technology 14.12%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.54M 0.16%
583,665
+25,124
227
$6.47M 0.16%
+99,812
228
$6.43M 0.16%
172,419
+24,647
229
$6.4M 0.16%
304,416
-5,605
230
$6.4M 0.16%
1,654,277
+135,947
231
$6.39M 0.16%
480,494
-271,278
232
$6.38M 0.16%
124,365
-2,310
233
$6.28M 0.16%
515,103
-6,375
234
$6.27M 0.16%
99,522
-3,942
235
$6.26M 0.16%
94,939
-7,949
236
$6.23M 0.15%
116,857
+417
237
$6.23M 0.15%
116,478
+17,551
238
$6.13M 0.15%
347,936
-6,464
239
$6.13M 0.15%
29,610
-15,460
240
$6.12M 0.15%
198,275
-7,807
241
$6.11M 0.15%
124,598
+63,463
242
$6.09M 0.15%
564,599
-10,465
243
$6.08M 0.15%
81,619
-702
244
$6.08M 0.15%
551,952
-252,933
245
$6.07M 0.15%
399,886
+32,888
246
$6.07M 0.15%
391,872
-20,795
247
$6.06M 0.15%
194,225
-15,489
248
$6.05M 0.15%
168,260
-3,080
249
$6.05M 0.15%
134,408
-34,214
250
$6.04M 0.15%
247,707
-6,063
8 9
10
11 12